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Retirement tax questions
Got it. Upon our death they just put themselves on the deed and try to assume the loan? Or it just passes to them on our death under the trust. I just don't know next steps. If they have a trust showing they are heirs to the estate they can take that and apply to put themselves on the deed and continue to pay the loan and possibly have to apply as successors in interest? I can take care of the trust part. Again I have an attorney but he needs me to get my information in tact before we put the trust together.
‎June 26, 2024
2:36 PM