Saturday, February 4, 2012

Pesky Trusts and Estates

Just bought a house and realizing that the estate taxes won't stay at zero forever? Thinking about wills, a trust, guardianship and such? Forgot to put the new house in an existing trust? Let me know and I'll pass on a few names for you.

Meanwhile, take a peek at a story from Schwab's most recent On Investing issue. (You'll have to leaf through the issue--it's called ''Estate Planning is a Family Affair.'')

Your title company is likely willing to write up the documents needed to put a house into an existing trust, as long as you go down to the recorder's office to record the document. Your estates and trusts attorney can take care of it as well.

And just today, the Wall Street Journal had this story about clearing out a parent's home.

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