Tag Archives: 401(k)
Set Up a Trust as Part of Your Estate Plan for Smooth Transfer of Property When the Inevitable Occurs
As a follow-up to our previous discussion about how to transfer the title of real estate that is community property when the owner of the property dies, we were recently asked a question similar to this: Why should my spouse … Continue reading
Posted in California Trust Law, Estate Planning, Probate, Trust Administration, Trusts & Estates
Tagged 401(k), Bay area, beneficiaries of the estate, brokerage firm, California Trust Attorney, Certificate of Ownership Report, Community Property, conflict of interest, Connie Yi, Duty of Loyalty, employment benefits, estate plan, estate planning package, Estate Tax, fatal accidents, inheritance tax, IRA, IRS, Joint Tenancy, KDOW, Living Trust, open enrollment period, Pleasanton, pre-paid legal services, Probate, Recorder’s office, retirement account, Revocation of Trust, right of survivorship, San Francisco, San Jose, San Mateo, successor trustee, Transfer of Property, transfer the title, Wealtlh Management and You
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