Obtain a Petition for Appointment of a Guardian and Conservator from the court clerk of the Probate Division of the Circuit Court in the county where the proposed ward lives. There are different petitions, depe
In their will, a grantor can create separate trusts for each beneficiary, which split assets equally, or a family trust allowing assets to be distributed based on a beneficiary’s need. How do testamentary trusts work? After the grantor’s death, the probate court verifies the will is authen...
Allows you to designate a trustee to manage the assets you put in the trust should you be unable to do so If it’s an irrevocable trust, the assets are protected from estate taxes and from creditors. Avoid probate, and the terms of your trust are kept private. Cons: Usually requires pa...
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In 2008 California's legislature finally relented and amended California Probate Code section 6110 to include a harmless error provision. The California legislature adopted a "modified" version of the UPC harmless error doctrine. In doing so the California legislature ended up with a statutory ...
How to Find Record of a Living Trust Step 1 Consider your motives. The only reason an individual should investigate another person's financial records is upon his death, or mental or physical incapacity, and only if you are a close friend or family member. Curiosity about someone's financial...
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If you and your joint account holder are married and file one tax return, all you have to do is include the interest in your tax filing. If you file separately or aren’t married, things get more complex, depending on which state you live in. Check with a tax advisor if you have qu...
“Revocable trusts are among the most common estate planning vehicles, particularly when there is a desire to avoid the costs and delays that can accompany probate in certain states,” says Bruce Colin, a certified financial planner with his own firm in Rancho Palos Verdes, California. By contra...
What if I can’t find the will I’m looking for? If you still can't find the will, one may not have existed in the first place, or it may have been revoked. After exhausting all your options, you may need to contact the court to initiate a probate case. ...