Be Careful if You Refinance
Keep title of your home in your revocable living trust after you refinance
If you own a home in California, you'll need a living trust to avoid probate.
Keep title of your home in your revocable living trust after you refinance
The IRS just issued Revenue Procedure 2022-32, which allows a surviving spouse to elect "portability." Read on to find out what this means for you.
A Revocable Living Trust will help you avoid probate, but adding asset protection trust provisions will significantly protect your children's...