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Len Tillem died Jan. 13 at the age of 77. A few of his columns were still in the pipeline. Here’s is the first of them. → Read More
The trust you created years ago may not be appropriate for you now. Don’t blame your lawyer. Things change. What was a good idea 15 years ago may not be such a good idea today. → Read More
Perhaps more important, if she made her own will, it’s not very likely that she has a durable power of attorney or an advance health care directive. → Read More
Dear Len & Rosie, My sister is planning to write her will and give her house to me upon her death. She already has advance directive. She nor I can afford to retain an attorney for their servic… → Read More
When my husband and I set up our own trust, our attorney advised us to retitle our house in the trust’s name. → Read More
If your husband were to die before you get this taken care of, then the property will be subject to probate. → Read More
If you die owning an automobile, your heirs can retitle it in their names at the DMV 40 days or more after your death. → Read More
He may have left all or part of his estate to his children, or he could have created a testamentary trust (a trust created by a will) for your mother’s lifetime benefit. → Read More
The rule is simple – if your probate estate is worth under $166,250, probate is not required so a trust is not necessary for you to avoid probate. → Read More
I don’t want any of my immediate family notified of my death. Is there way to prevent this from occurring? → Read More
I want to add her name to my checking account as a joint tenant so she will have immediate access to enough money to pay my bills. → Read More
For your trust to work as advertised, it must be funded with your assets. → Read More
This is a common theme in blended families when either or both spouses have children from a prior relationship. → Read More
Your parents can still transfer property to you under the old Prop 58 rules, as long as the deeds are recorded on or before that date. → Read More
Your parents can still transfer property to you under the old Prop 58 rules, as long as the deeds are recorded on or before that date. → Read More
Dear Len & Rosie, I am a single mom, engaged to be married. I also own a house that I am making payments on. My oldest daughter, who is 25 years old, is on the title of the home with me as join… → Read More
As a rule of thumb, whenever anyone gets married or registers as a domestic partner with the California Secretary of State, it’s time to take a look at all estate planning documents, including pens… → Read More
A trust like this can be flexible. You can give the trustee discretion to make or withhold payments directly to your son, or spend money for his benefit, depending on your son’s condition. → Read More
We have wills made out by a lawyer in 1984 who is no longer practicing. He either died or moved away; I don’t know which. What happened to our original wills that were on file in his law office? He… → Read More
What you need are wills, and the cheapest way to get one is to get one for free. If you do an internet search for “California Statutory Will” you will find direct links to a free form will written … → Read More