Amending Your Trust After Marriage—the Omitted Spouse Doctrine
By William C. Mason, III, Of Counsel

Marriage changes a lot of things—but should it change your existing trust? To answer that question, let’s look at a hypothetical: John has two children: Dick and Jane. John purchases a home on Evergreen Lane and transfers that home into the John Doe Revocable Trust. Wanting to leave his children a tangible asset that can [...]

By |2024-02-21T23:10:46+00:00October 5th, 2023|Inheritance, Property, Successor, Trust|Comments Off on Amending Your Trust After Marriage—the Omitted Spouse Doctrine
By William C. Mason, III, Of Counsel

Is Inheritance Tax-Free in 2023? By Tony J. Tyre, Esq.

Unknown to many of us, the government does not take money from a person’s estate most of the time. In fact, estates will usually pay little-to-no money to the government through taxes, unless there are debts owed to governmental agencies such as Medi-Cal. The two main types of tax to consider are income tax and [...]

By |2024-01-18T23:33:39+00:00October 5th, 2023|Inheritance, Taxes|0 Comments
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