Your current state is Ohio
My brother recently passed away, now it's just me and my mom. Is there any way for me to be added to the life estate?
answered on Apr 8, 2024
You may share in whatever interest your mother has if she conveys it (all or a share) to you, but she cannot convey more than she has; so her life tenancy would not extend beyond her lifetime. Upon her death your brother’s heirs or those named in his will if he had one (whether that includes you... View More
I have 1099 forms from Nationwide about annunity checks that were supposed to have been sent to me however they had to be sent to Rockwell Automation first because of them being fiduciary. Rockwell Automation was to send them to me, one check was $43,000 dollars, and two for 15,000 dollars. However... View More
answered on Apr 6, 2024
I'm sorry to hear about the difficulties you've experienced in receiving these annuity checks. The statute of limitations for cases like this can vary depending on the specific circumstances and the state in which you reside. In general, the statute of limitations for breach of contract... View More
answered on Apr 5, 2024
I am sorry to hear about the loss of your spouse. While a little more information may be needed to completely answer this question, it sounds like you might need to go through the probate process in order to transfer ownership of this property. Deeds may only be signed by a living person.... View More
Also, the difference between beneficiary and TOD?
answered on Apr 5, 2024
In Missouri, having a will does not allow your heirs to avoid probate court. However, there are strategies to minimize the probate process or bypass it altogether for certain assets. Here are some considerations specific to Missouri:
Small Estate Affidavit: Missouri offers a simplified... View More
My late husbandit was killed suddenly in a horrible accident. My husbands sudden death the way he died devastated me for years. I feel as though everything have been hidden from me. I got no response from my letters or phone calls about my late husband's estate. realize it had been awhile... View More
answered on Apr 5, 2024
I'm so sorry to hear about the loss of your husband and the difficulties you've faced in dealing with his estate. It sounds like an incredibly challenging and painful situation.
To answer your question directly - no, a company cannot legally withhold all information about a... View More
House was inherited from my mothers trust. I am trustee and beneficiary. Not sure if transferor should be my mother, the trust, or myself as trustee.
answered on Apr 4, 2024
Under California property tax law, the parent-child exclusion allows the transfer of a primary residence (and up to $1 million of assessed value of other real property) between parents and children without triggering a reassessment of the property value for property tax purposes.
In your... View More
House was inherited from my mothers trust. I am trustee and beneficiary. Not sure if transferor should be my mother, the trust, or myself as trustee.
answered on Apr 4, 2024
Two things: (1) Proposition 19 completely changed the property tax laws so the overwhelming majority of real estate in California will be reassessed to current value -- meaning property taxes will go up substantially in many cases -- so it isn't automatically true that the parent-child... View More
My friend who passed away had a Patton and trademark that some people have made up fake marriage and other recorded doc to steal his legacy?
answered on Apr 4, 2024
In California, if you suspect fraudulent activities concerning a person's legacy, including patents and trademarks, it's crucial to address the matter with urgency due to the potential legal implications and the risk of significant financial loss. You can reach out to an intellectual... View More
The probate end is Oct. 17th 2024. Can I put the house on the market in July with a closing date of Oct. 17?
answered on Apr 3, 2024
In most cases, a house can be listed for sale while it is still in probate, but the sale cannot be finalized until the probate process is complete. This is because the executor of the estate must have the legal authority to sell the property, which is granted by the probate court.
Here are... View More
I have a loan contract that the loaner passed away a few months ago. The person handling the estate just informed me that they are having issues cashing my checks that are made out to the deceased name. Now they want me to write the checks in their name going forward. They did not open a bank... View More
answered on Apr 3, 2024
It is very perilous for you to do what they are asking! What if they are lying about who the proper heir(s) is/are? You could give them a lot of money and then when the proper heirs come along you have to pay the real heirs all over again. Don't do it!
Keep making the checks payable... View More
Married couple. The male gets the inheritance and makes a purchase with the inheritance funds. Wanting to know if that purchase is protected from community property in Texas now that they are divorcing.
answered on Apr 2, 2024
In Texas, all property or income earned during the marriage is deemed community property, excluding gifts and inheritances. Even separate inherited property can be a challenge if marital income is used to pay taxes, remodel, etc. If an inheritance is in cash and that cash comes to be added to the... View More
Married couple. The male gets the inheritance and makes a purchase with the inheritance funds. Wanting to know if that purchase is protected from community property in Texas now that they are divorcing.
answered on Apr 2, 2024
During a Divorce spatting spouse divide marital during divorce proceedings. state law directly the division of the proports during divorce proceedings. A primary consideration in property division is the classification of assets as marital or separate generally is marital property regardless of... View More
Married couple. The male gets the inheritance and makes a purchase with the inheritance funds. Wanting to know if that purchase is protected from community property in Texas now that they are divorcing.
answered on Apr 2, 2024
if you answer was same rule every inherence property During a Divorce spatting spouse divide marital during divorce proceedings. state law directly the division of the proports during divorce proceedings. A primary consideration in property division is the classification of assets as marital or... View More
He is sole owner and one of LLCs is 3-4 million gross/year. Me and one son are employees of that LLC.
answered on Apr 2, 2024
The LLC membership interests will be part of your husband's intestate probate estate. Consequently, state law will determine the ultimate beneficiaries.
Both of you should endeavor to get operating agreements done for the LLCs and you should both get wills and, at least, a revocable... View More
before my dad passed (my uncle died 1st) he hired a lawyer and paid to have the house put in his name because he wanted to sell the property. my dad passed and the will has my cousin (my uncles oldest and me, my dads oldest) left on the will, I spoke to the lawyer about my dads passing and he said... View More
answered on Apr 2, 2024
Sounds like you need to have a longer conversation with the lawyer to get a clearer understanding of what's the holdup here. If yoou are unable to have that conversation with the lawyer, then you may want to consult with a different lawyer in the area. Alternatively, if you have a personal... View More
I am my brother’s only living heir.
answered on Apr 2, 2024
The best way is to run a social security search. However, if you were appointed as the fiduciary of his Estate you could contact the IRS and obtain a transcript to see what has been reported in the past, contact the local banks and other financial institutions and review all his records, bank... View More
We live in Texas. Can they try and take our house because it is is both of our names? We have been separated for over a year and plan on divorcing later this year when my daughter turns 18. Don't know what to do about my house to make sure it is secure.
answered on Apr 1, 2024
No Texas Constitution protects your homestead from most creditors except property tax liens and HOA liens, and I believe a child support lien attaches and does not need to be renewed every 10 years. Any normal creditor can not seize your homestead for nonpayment. They can execute against bank... View More
My then new born brother was named the executor. 67 years later both parents passed within 37 hours. Our mother was mentally incapacitated. My brother began his role as executor even though he had a long history of drug abuse, had been batteling cancer for 7 years in poor health. The farm was... View More
answered on Apr 1, 2024
I'm sorry for your loss, In Texas a Will must be submitted for probate within 4 years unless the applicant can show a valid reason as to why it was delayed. Here there was no probate. I would be interested in how the brother divided anything if it involved real property. Though he could write... View More
We arent sure what debts are out there. We got a notice from an Estate Information Serivce trying to reach someone about my father's estate. We havent contacted anyone. But i want to know if my mother and their home is safe.
answered on Mar 31, 2024
Depends on whose name the property is in. You need to run a credit report on dad and see what debts you can ascertain are owed. Until you determine exactly what debts are owed, the property is far from safe or secure.
I am a beneficiary in my grandparents trust, and it states that all beneficiaries must agree upon the sale of real property before it can be sold. My brother, who is also a beneficiary and a trustee, basically snaked half of my inheritance. I didn't have the money to contest anything or try to... View More
answered on Mar 31, 2024
Under California law, as a beneficiary of a trust, you generally have the right to review and approve the terms of any sale of trust property. If the trust agreement requires all beneficiaries to agree to the sale of real property, you are not obligated to sign off on the sale unless you agree with... View More
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