I received a joint ownership of my father’s house about 10 years ago with my sister. She always lived there. I share no expenses and she and my dad pay all the bills. We plan to sell the home after our father passes. Can I give her my half, so we don’t face taxes?
How Did the Son of a Wealthy California Property Developer Get $15M, after Being Left out of His Dad’s Trust?
Almost three years after San Diego developer and philanthropist Conrad Prebys died, a court fight continues over control of his $1 billion estate.
You might be amazed at some of the bizarre places that people put their documents. It would take you a month of Sundays to find the papers if the person had not told you where to look.
Anyone with a child with special needs understands the need to prepare for the future. A trust is always a good place to start, and figuring out a savings goal for that trust is a key part to your planning.
The last thing anyone wants to see is all of that hard work negated at the end of their life. I’ve said this a million times, but stop putting off your estate planning and deal with it today!
Before Ashley Carlson’s father died of cancer in 2016, her only experience navigating the real estate world was finding a place to rent in San Francisco. As executor of his will, Carlson had to clean out and sell his home and a cabin in the mountains—both a couple of hours from where she lives.