Property Transfers and Property Tax

Dear Len & Rosie,

My father died and left some cash and the house to my mother. She is 82 years old. She has put the house in my name as well as hers. Her doctor has informed her she needs a pacemaker, and now she wants to put the house solely in my name.

I have several concerns. The first is tax purposes for me. How will this affect me and my husband's taxes for the next year? I also have other sisters and a brother who will eventually inherit part of the home. Mom's lawyer says that she is safe with just my name on the deed, but I am not sure.

Linda

Successor Trustee and Trust Administration

Dear Len & Rosie,

Like so many others, I too have a living trust. I have a question, but the lawyer who assisted me with my trust is no longer available for consultation. Can you explain the procedure for my family to put the living trust into effect when the time comes? I am widowed, therefore one of my sons will act on my behalf.

Could you give us "do-this-first" type of information? I know each situation will differ somewhat, but surely there are some basics that apply to everyone.

Edna