Revocable Living Trust Needs Formal Documentation

  Question: My husband and I established a revocable living trust a few years ago. Although I distinctly remember signing the documents for the revocable living trust, I do not recall signing any other documents. My husband recently died, and last week I began reviewing all of our legal paperwork, including the revocable living trust.…

Read More

'Pour-Over-Will' Still May Need Probate

Question: In a recent column you said that, after a revocable living trust is created, a home or shares of IBM stock would have to be specifically transferred into the RLT. In other words, unless there were transfer documents such as a deed of the home to the RLT, the RLT would have nothing. When…

Read More