Probate, Death Tax, Joint Tenancy.. HELP!
This is a discussion on Probate, Death Tax, Joint Tenancy.. HELP! within the Tax Issues forum, part of the BUSINESS & FINANCE LAW category; I've read before that when writing up a will, probate can be avoided. If I understand correctly, probate is expensive, ...
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Join Date: Mar 2009
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Probate, Death Tax, Joint Tenancy.. HELP!
I've read before that when writing up a will, probate can be avoided. If I understand correctly, probate is expensive, timely, and unnecessary. But with a living trust, I run into the problem of the Death Tax! Furthermore, I know that all these taxes/laws vary by state, and I'm planning on relocating my family from San Diego to Tampa Bay soon.
This San Diego lawyer (www.walterstrustinfo.com) has a lot of information about trusts for California residents, and this Florida attorney (www.floridaestateplanninglawyerblog.com) deals with probate, etc. in Florida, but what if I'm moving from one state to another? Does anyone know how the rules apply for those who are no longer a resident of one area, but not yet a resident of another? "It's a recession when your neighbour loses his job: it's a depression when you lose yours." -- Harry S. Truman |
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Probate, Death Tax, Joint Tenancy.. HELP!






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