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Your current state is Ohio
i would like to remove him ...can it be done?
My aunt had a living trust. She passed. My dad is the only one who has access to this trust. I was told my sister and I are listed in it but he wont allow us to see it.
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answered on Nov 21, 2024
If you are named as a beneficiary in a trust, you have a legal right to see the portions of the trust document that pertain to you, regardless of whether it was created in Arizona or California. This right is protected under both states' laws.
Your father, if acting as the trustee, has... View More 
House won't be sold.
Just looking into asset protection strategies.
$ 3.5 million 401K + $ 400 K LI with a $ 3 Million house (all of which may go up to 10-11 million in 6-10 years) -> if the exemption is repealed in 2026.
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answered on Nov 21, 2024
Assuming this is a single person, you are close to having a taxable estate whether or not the doubling of the exemption is allowed to expire in 2026. You should seriously consider scheduling a consultation with an estate planning attorney with experience representing high net worth clients.
I am adding my daughter's name to my deed with right of survivorship. We have a draft of a special warranty deed with right of survivorship and I want to know if there is specific language that should be included in the deed to show she is my child in order to be exempt from the Pennsylvania... View More
answered on Nov 20, 2024
I do not know all the facts in your situation but before you proceed with adding your daughter to the title of this deed, you should consider the potential that doing so could reduce the benefit of stepped-up basis in calculation of capital gain tax if the house is sold in the future. The... View More
Wife was POA as named by husband
Wife was Guardian of husband’s person & property
answered on Nov 20, 2024
It depends on the terms of the guardianship order. Typically existing POAs are vacated in the initial order, but not always.
My grandmother has severe diabetes and dementia she can't handle her glucose by herself My sister is the only one that has being caring for her My mom and aunts explained plenty of times they would not take care of my grandmother and if that happened they would put her in a home. Last year I... View More
My mother gave me 2 cars and signed and notarized the back of the title but died unexpectedly before I could apply for the titles. Can I do that or would they be considered part of her estate? I would inherit the cars anyway even if they were part of the estate because l’m her only next of kin.... View More
Hi,
I have a family member who's scared of being left without a home if her older husband passes away. She asked him about being included in the title, but the husband got strangely defensive about it and wanted to only keep his name on the title.
Where does that leave her?... View More
answered on Nov 20, 2024
This is a complicated question. In situations like these, details make a difference. Please tell your friend to have a consultation with an Estate Planning attorney. Many of us will talk to you for free.
Here are a few issues that can come up:
Prenuptial Agreement: This is one way... View More
answered on Nov 19, 2024
It is very important to have a valid Will to help avoid potential issues when you pass away and a long and more expensive probate proceeding.
Having a valid Will allows you to choose who inherits your properties/assets when you die. Without a Will, your properties / assets will pass... View More
I know of a trust fund in my name and would like to find out details as I don’t know anything about it other than the fact that it exists.
Is a power of attorney legal if it has marked thru incorrect and corrected addresses?
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answered on Nov 19, 2024
If the POA was executed correctly after the corrections, then it should be enforceable. Principal might make a new POA if the document is an obvious mess. Make 3 or 4 originals.
She's currently in a hospice with advanced Dementia and was just diagnosed with recurring breast cancer. I reached out to her elder care attorney who isn't interested in helping. I also have Durable Power of Attorney. Any suggestions?
Pr refused to do anything ..on 10-15-24 I saw she put the hm in her mom's name Karen Walsh she's Stepmom.. ..me or court has not been notified at all..I'm also being fined 7500 from city of PHX for not keeping yard up..I can't the PR asked the judge to not allow me to go on... View More
Send me those documents
answered on Nov 19, 2024
Generally, if you are a beneficiary of a trust, and the trustee has failed to provide financial documents, you can petition the court to compel the trustee to provide an accounting.
Unfortunately, my Mother became sick and passed away. Before she passed, she had a living trust opened, but she did not transfer the property into it. She left a will behind naming me the beneficiary for her life insurance policy and her home. I was his only child. He had no biological. The will is... View More
We already lived with her for about a year because she was sick and needed our help. She was too sick at the end and she passed before she could make a quick deed. My husband also got very sick and couldn't take care of the title change yet. What does he have to do to get the deed in his name?... View More
answered on Nov 18, 2024
Yes, if the current deed (that the mom had upon death) is not held in joint tenancy or designated "transfer on death", then probate will be necessary to have it put in your husband's name. The sooner he gets started the better. The City may accept his permission once he is appointed... View More
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answered on Nov 17, 2024
To end a conservatorship in Los Angeles County at the Stanley Mosk Courthouse, you'll need to file form GC-380 "Petition for Termination of Conservatorship" along with form GC-020 "Notice of Hearing."
Before filing, gather evidence showing why the conservatorship... View More
I'm doing research for my end of life planning and ran across this item I never heard of before.... doctors signature on DNR's as well as notaries to make the DNR within the Advance Directive/Living will legally binding ref given me : Colorado Revised Statute 15-18.6. etal
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answered on Nov 18, 2024
Under Colorado Law there is a mechanism for a doctor to appoint a healthcare decisionmaker for you if you have not already done so and are unable to do so now. This can easily be avoided by appointing a healthcare decisionmaker yourself while you are capable. Your healthcare decisionmaker... View More
My father died without a will and his wife(StepMom) passed 3 years later. The Deed states that it was Joint Tenancy with Rights of Survivorship.
answered on Nov 18, 2024
When property is purchased by a married couple in NC, it is assumed they own it as Tenants by the Entirety. Based on your representations, it would appear that when your father died, the property would pass to his surviving wife. When she died, it would go to her heirs, and you would not inherit.
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