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
Obtaining stock or mutual funds often requires an update to your estate plan. You may want to consider naming multiple beneficiaries of these assets.
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. We encourage you to contact us today at (714) 459-5481 for more information.