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Articles written by Charlotte Ruse

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What it means to probate an estate: Part 3

(From CALDA, California Association of Legal Document Assistants) In this the last of our probate series, we will list the forms necessary to file the various types of propbate discussed in parts one...

 

What it means to probate an estate – Part 2

(From CALDA, California Association of Legal Document Assistants) Property that passes outright to a surviving spouse or registered domestic partner The probate code states that no administration is...

 

What it means to probate an estate

(From CALDA, California Association of Legal Document Assistants) What is "probate?" The word "probate" is the term generally used to describe what happens to a person's property when he or she dies....

 

Deeds and other Title Documents in California

Third in a series on Deeds (From CALDA, California Association of Legal Document Assistants) Deed of Trust A Deed of Trust is utilized by a borrower (trustor) to convey “bare legal” title to the...

 

Planning Your Estate – Part 10

Property not affected by your will Generally speaking, your will affects only those assets which are in your name alone at your death. Some assets which are not affected by your will include: •...

 

Planning Your Estate – Part 9

Fundamentals of wills A will is a legal document which directs how a person’s property should be distributed after his/her death. Within this document you designate your executor (the person who wil...

 

Planning Your Estate – Part 8

Income Taxes – As long as you are the trustee or a co-trustee, no separate income tax returns are required to be filed for your living trust. The taxpayer identification number for the trust is your...

 

Disadvantages of a Living Trust

Because living trusts are not under direct court supervision, a trustee who does not act in your best interests or in a prudent fashion accountable to you or your beneficiaries may, in some cases, be...

 

Fundamentals of living trusts

Third in a Series on Living Trusts and Wills from CALDA (California Association of Legal Document Assistants) A living trust will be used as the mechanism to manage your property before and after...

 

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