Four Guidelines for How to Title Assets That Are Moved to a Sub-Trust
When it is time to administer a trust, how to title assets to various sub-trusts. Rules for retitling these assets are complex.
Articles about Transfer on Death Title
Can I have multiple transfer-on-death beneficiaries for my stock or mutual funds?
Obtaining stock or mutual funds often requires an update to your estate plan. You may want to consider naming multiple beneficiaries of these assets.
No Living Trust? These Are Your Options for Titling Real Estate
If you do not use a living trust for titling real estate, it is important to consider other options. Your estate plan can be created to meet your goals.
Joint Owners of Stock May Take Advantage of Transfer-on-Death Ownership
Joint Owners of Stock May Take Advantage of Transfer-on-Death Ownership. We encourage you to contact us today at (714) 282-7488 for more information.