Beneficiary Deed Can Only be Used by a Natural Person

Question: My mother is the trustee of her revocable living trust (“RLT”), with me as the sole beneficiary.  The only asset in the RLT is my mother’s Sun City home.  My mother wants to simplify things and record a beneficiary deed to me for her home, which beneficiary deed will not be effective until her…

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Without A Revocable Trust, A Probate Will Be Necessary

Question: My wife and I have lived in California our entire lives. My wife recently passed away. Although I want to keep our home in California, I would like to buy a second home in North Phoenix. Should I buy the home in North Phoenix with some type of trust? Answer: Probably. You should contact…

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