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Category Archives: Estate Planning

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My Husband Died. Do I Need to Probate His Estate?

Death Administration, Estate Planning, ProbateBy Susan GrahamAugust 25, 2015

It depends. If a deed to the home or other real property is titled “George and Sally, Husband and Wife” it will be necessary to “probate” George’s estate to remove his name and put the deed in just Sally’s name. Probate is a process where Sally, the surviving spouse, files a variety of papers at…

Idaho Law Change for Married Persons’ Estate Plan to Save Taxes

Estate Planning, Estate Taxes, FinancialBy Susan GrahamJuly 14, 2015

Idaho Law Change for Married Persons’ Estate Plan To Save Taxes [1] Do you and your spouse hold a joint brokerage account that is titled “Jack and Jill Hill, Joint Tenants With Rights of Survivorship (JTWROS)”? You may want to change the title to be “Jack and Jill Hill, Community Property, With Rights of Survivorship…

Estate Planning for Same-Sex Married Couples

Estate Planning, Estate TaxesBy Susan GrahamJuly 7, 2015

The legal rights for married same-sex couples shifted in lots of ways with the June 26, 2015 United States Supreme Court decision Obergefell v. Hodges. Starting with estate planning, married individuals will be able to inherit property from a spouse without paying any death taxes.   The surviving spouse will have priority over other family members…

Will California Tax Your Trust?

Estate Planning, Estate TaxesBy Susan GrahamJune 16, 2015

Will California Tax Your Trust?[1] California takes the position that any trusts that (1) have income from California sources, (2) the trustee of the trust is a California resident or (3) a beneficiary of the trust is a resident of California, then the income may be taxable in the state of California. Why is this…

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