The agreement was that they would be paid once I sold the house. I was laid off due to COVID, I informed them of this and they stated it was not their problem. I only have a couple of more steps to close the case. I am not sure how to proceed, I am located in Texas. How will this affect my case?... Read more »
If I have these suspicions, should the police get involved first, or should I consult with an attorney first? I no longer have access to current financial records and the elderly woman would probably deny any abuse.
since 2016. The will is now in probate and I would like to look at the records of how my moms money was managed, but when I asked my sister, the request was denied. What do I need to do to be able to review the records, not just current estate value, but historical records as well?
With regard to your sister's actions as your mother's agent under the Durable Power of Attorney (that is, while your mother was alive), there is a provision of the Texas Estates Code which allows anyone who would be an heir or beneficiary or who can persuade the court that they have a...Read more »
These documents serve entirely different functions.
A Durable Power of Attorney shares authority over the property of the person who signs it while she is alive. Both her signature and that of her agent must be notarized. If it is to affect real property, it must be recorded in the county...Read more »
The best way for your grandmother to give her house to you is through a Transfer on Death or Lady Bird Deed. That way, if she ever needs Medicaid (and many of us will, especially if we have to go to a nursing home), the gift will not count against her in qualifying to receive it and the house will...Read more »
My Father never signed prenuptial agreement with my stepmother. They lived in a triple wide trailer on my grandfathers land with tractors and other large equipment. She completely abandoned everything and moved to Dallas. My Grandfather is my POA because I live in another state. He has brought to... Read more »
See whether you qualify for Volunteer Legal Services (Legal Aid) in the area in which your father lived and died. If not, see whether you qualify for the Modest Means program of Lawyer Referral Systems there.
Yes but keep in mind that Texas has neither an inheritance nor an estate tax and that the federal estate tax exemption is now $11.58 million per spouse, set to decline to $5 million in 2026 if Congress does not act. You and your beneficiaries may not need a trust.
No. You can have no more than $2,000 in the bank. In the same month in which you receive the life insurance benefit, transfer it to an account establishing a self-settled trust. The cheapest is with the ARC of Texas Master Pooled Trust. Open it now: it could take them two months to process...Read more »
Mother was diagnosed with Alzheimers in 2015. Sister has Mother. I was joint Power of Attorney and in Trust for 50 percent estate. In 2019, sister took Mother to a doctor (after Mother's MD in Tucson already said Mother was unable to make financial decisions in 2018) and had me removed... Read more »
As the attorney representing you might advise, there may be a set aside for a surviving spouse and minor children. Aside from that, all properly presented claims must be paid before anything, including the house and the car, can be distributed. If you, the executor, do not pay the bills out of...Read more »
Most engagement agreements provide that you can fire the lawyer at any time for any reason or for no reason. Some courts will not allow the probate lawyer to withdraw until the Inventory has been filed and approved.
They told me her estate was worth between 1 and 3 Million and the trust fund was to receive 20%. However I have been unable to get further info from them. There is no probate info on line. My only income is from SSI and I am 68 years old. How can I get specific info?
Is there a way to get an Affidavit of Heirship (my deceased parents home) if my other 3 (half) siblings refuse to uphold their financial responsibilities with the home? My mother passed away in March 2018. I reside & have been taking care of the mortgage. The house needs repairs & I need to... Read more »
You are referring not to an Affidavit of Heirship but to an Application for Determination of Heirship and Issuance of Letters of Administration. This can be awarded without your siblings' agreeing to an Independent Administration. It will be a Dependent Administration, meaning that it must...Read more »
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