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Taxation of Estates and Inheritances: The Basics

Posted by Mark Ruiz | Sep 21, 2020 | 0 Comments

When people come to my office to create a Will or Living Trust they often ask me if when they pass away whether or not their Beneficiaries will have to pay any taxes on their inheritance.  I also get this question frequently from Beneficiaries.  The answer to this question generally depends on th...

What Happens if You Forget to Title Assets in a Trust?

Posted by Mark Ruiz | Aug 17, 2020 | 0 Comments

Often times when people come to my office to set up a Trust they ask me about what would happen if if they forget to title their house or car or bank account in their Trust.  This often happens in situations when people are in a rush to do their Trust. While most of the time I recommend that at t...

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