by Kathryn A. Flanigan | Jun 13, 2014 | deed transfer, Deed transfers, Estate Planning, trust
It is not uncommon for elderly homeowners to transfer their homes into the name of a child (or children) in hopes of reducing estate taxes, avoiding probate or to protect the home in case of long-term care claims. However, this can be a clumsy – and...
by Kathryn A. Flanigan | Jun 13, 2014 | charitable trusts, Pooled charitable trust, trust, Trusts
Giving to charity via a trust is not only for the wealthy; you can get the emotional and tax benefits of donating just a few thousand dollars by participating in a pooled charitable trust. There are many California charities or investment companies that have set up a...
