Inheritor of Home Owes no Estate Tax

  Question:  You frequently mention the benefits of recording a beneficiary deed now for simple inheritance of a home or other real estate.  I know that a beneficiary deed is not effective until death and can be revoked at any time prior to death.  For example, if after recording a beneficiary deed I get angry…

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Owner retains title under reverse mortgage

  Question: My parents have owned their Glendale home for more than 20 years. They own their home free and clear. My parents now want to get a reverse mortgage on their home to get monthly payments from the mortgage lender in order to supplement their Social Security income. Upon their death, they want my…

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