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New Jersey Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning for New Jersey on
Q: Can I do a simplified probate procedure in NJ myself or do I need a lawyer?

I am 80+ yr old widow with residence in NJ. My husband passed away recently without a will. All his assets passed to me without probate except for an old car. The car was titled in his name only. I need to transfer title of the car to myself so I can sell it. I have heard there is a simplified... View More

H. Scott Aalsberg
H. Scott Aalsberg
answered on Aug 23, 2020

The real question would be how much is the car worth. If it is under 20K you are in luck see NJSA 3B:10-3. which discusses when a spouse or domestic partner is entitled to assets without administration. For your second question, yes a lot of this can be done remotely now due to Covid 19. Saying... View More

1 Answer | Asked in Estate Planning and Probate for New Jersey on
Q: Life Insurance policy made out to my brother and father

My mother died and left a life insurance policy with my brother and father's names on it. My father stated, she did this with the intentions of my brother dividing it amongst the 4 children. He claims he didn't want to be taxed on it so he put it in dad's name. He is my dad's... View More

Richard Diamond
Richard Diamond
answered on Aug 17, 2020

This is not a family law question but a question better directed to an estate litigation lawyer. It may be worth your time and money to sit down with a specialist to find out if you have recourse against your brother.

1 Answer | Asked in Estate Planning and Probate for New Jersey on
Q: Does a will need to filed with County surrogate (NJ) if only one small bequest and all assets pass to husband?

My mother in law passed with a will in NJ. One asset in her name, an IRA that transferred to her husband. One small bequest to a non family member ($2,500). All other assets jointly titled all passed to her husband (checking/savings, house)

Can the bequest be paid from checking account... View More

Derek John Soltis
Derek John Soltis
answered on Aug 16, 2020

The IRA probably had a named beneficiary so the will wouldn't matter unless the estate is huge.

And you are correct that the joint items passed to the Hubby as jointly titled. So, if he wants to write a check for $2500 it is up to him. However, he may be entitled to anything not...
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2 Answers | Asked in Probate and Estate Planning for New Jersey on
Q: My brother and I are both executors to my moms will. We probated her will 3 weeks after she past. I'm now finding out

about a 2nd will that was probated without my knowledge or consent is this legal? In nj

Derek John Soltis
Derek John Soltis
answered on Aug 5, 2020

You need to talk to an attorney.

Only one will is supposed to be probated. Every reason for 2 or more Will's I can think of is complicated and needs an attorney.

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1 Answer | Asked in Estate Planning for New Jersey on
Q: do i need a lawyer to draw -up power of attorney
H. Scott Aalsberg
H. Scott Aalsberg
answered on Jul 31, 2020

You never need a lawyer for anything, but if you want it done right and you don't want to end up in court paying a lawyer several hundred or even up to $1000 dollars it is the smart way to go. A few dollars today, can save you tens of thousands later. As they say don't be penny wise... View More

1 Answer | Asked in Estate Planning and Family Law for New Jersey on
Q: is my niece still considered family if she was adopted by someone outside the family & had her name changed?

My sister in-law filed for divorce from my brother while he had ALS. My brother died before the divorce was final. My sister in-law remarried shortly after. Her new husband adopted my niece & she now goes by her adopted father's name. Is my niece still entitled to family assets when my... View More

Richard Diamond
Richard Diamond
answered on Jun 24, 2020

The adoption terminated the legal relationship between the biological parent and the child and created a new legal relationship between the adoptive parent and the child.

Because the biological parents’ rights were terminated, the child no longer has an automatic right to an inheritance...
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1 Answer | Asked in Estate Planning for New Jersey on
Q: If someone passes in NJ with no assets, is it necessary to get an attorney?

Mom passed away recently. She was living on Social Security and lived with my sister. She had no property and a very small bank account. No savings. Is getting an attorney necessary?

H. Scott Aalsberg
H. Scott Aalsberg
answered on May 19, 2020

In my opinion, If the person has no assets you probably don't need to get a lawyer.

3 Answers | Asked in Estate Planning and Probate for New Jersey on
Q: My grandmother passed away in 2008 she left a testament with property to her children they since passed what can be done

I have the testament with me I would like to keep the property the property is in Cabo Rojo, Puerto Rico

H. Scott Aalsberg
H. Scott Aalsberg
answered on May 18, 2020

You need to contact a lawyer in Puerto Rico to see if you have any rights to the property.

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1 Answer | Asked in Civil Litigation and Estate Planning for New Jersey on
Q: My Aunt passed in NJ, no husband or kids. Her 2008 will left me out but included some family names. what can i do?

She excluded my 2 brothers and 2 cousins also. 2 sisters, 2 other cousins, 1 niece and a neighbor were named, as well as her brother ( my uncle). 40% to uncle and 10% to the other six. Her will was executed in Hackensack, New Jersey. what recourse if any do I have to contest the will that I was... View More

H. Scott Aalsberg
H. Scott Aalsberg
answered on May 16, 2020

In NJ a person can leave their estate to anyone they want. The only person they must give something to is their spouse as they are entitled in most cases to an elective share. That being said we don't know your case so speak to a lawyer to see what if any rights you may have.

1 Answer | Asked in Estate Planning for New Jersey on
Q: would a house be included as an asset when the value of estate is calculated if in both names
H. Scott Aalsberg
H. Scott Aalsberg
answered on May 15, 2020

Maybe, much more information would be needed to be know to answer your question starting with a review of the original deed and the relationship of the parties etc, etc. etc. Setup a consultation with an experienced lawyer, it may cost a few bucks but you will get the information you need to give... View More

1 Answer | Asked in Estate Planning for New Jersey on
Q: Is a house in deceased and spouse name considered an Estate asset in NJ elective share 3B8-1 Dad left wife out of will
H. Scott Aalsberg
H. Scott Aalsberg
answered on May 15, 2020

Speak with a lawyer to determine your rights but it sounds like the spouse could be entitled to her elective share.

1 Answer | Asked in Estate Planning for New Jersey on
Q: if someone tricked me to sign a power of attorney on me how do I terminate it if it was to control my money and assets?

I have a friend who was tricked to signing a power of attorney because they were together 5 years and now she has control of his business and finances and he has no way to end it because he would lose everything if he walks away or ends their relationship. He told her he would marry her if she... View More

H. Scott Aalsberg
H. Scott Aalsberg
answered on May 12, 2020

A power of attorney does control your money and assets. You can revoke the power of attorney, but for some it may be too late. Setup a consultation about what you should do with a good lawyer.

1 Answer | Asked in Estate Planning and Probate for New Jersey on
Q: My father owns house in NJ. Mother passed 2010, house still in both their names. In will, they left to ONE sibbling of 7

Can this be contested? Would it go through probate?

Richard Diamond
Richard Diamond
answered on May 6, 2020

The short answer is that you need to have a consultation with an estate law specialist.... not a general practitioner who does some estate work. Here though is the question that he is going to ask since your dad is still alive. I presume that the house is in joint name between your mom and your dad... View More

1 Answer | Asked in Estate Planning for New Jersey on
Q: Any alternatives to having a document notarized without leaving home?

I am permamently disabled and cannot leave my home. I have an important document that needs to be notarized to be given to a Surrogate Court. Since I cannot physically go to my local bank that has a notary agent on staff, is there ANY other way to have this procedure accomplished?

H. Scott Aalsberg
H. Scott Aalsberg
answered on May 4, 2020

Yes governor Murphy signed a temporary remote authorization law, but its not easy to get done and I don't know anyone doing them due to all the restrictions.

2 Answers | Asked in Estate Planning and Insurance Bad Faith for New Jersey on
Q: How can person revoke POA they signed through trickery (not in native language)? They weren't told it was a POA.
Nina Whitehurst
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answered on Apr 30, 2020

You deliver a notice to anyone who has possession of the POA and everyone who has ever been provided a copy, telling them that you have revoked it. It would be best to send it using a method that requires a signed receipt or at least has tracking, such as certified mail return receipt requested or... View More

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1 Answer | Asked in Estate Planning and Probate for New Jersey on
Q: I own a home with mom that pasted away and have a mortgage. I have 4 siblings that won’t let me rent out the apt

I can’t afford the mortgage by myself. I have a sibling that lives There and pays nothing. Now that my mom is gone refuses to pay anything.

Leonard R. Boyer
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answered on Apr 29, 2020

I am sorry to learn of your Mom's passing. I know exactly what you went through. What you are going to need to do to solve this problem is to bring a partition action to enable a sale of the property. If your mom past without a will then you will need a Probate attorney in addition to a civil... View More

3 Answers | Asked in Estate Planning and Probate for New Jersey on
Q: My mom transitioned 3/30/20 her wish was to sell her home once she expired. No Will was found. How can I sell her home?

I’m POA/POD. Her home is paid for. Mom has 4 bum kids over 55. My mom didn’t want her bum kids getting any of the money from the sell of her home she wanted it to go in trust. The other siblings will offer no resistance to the sell of the home.

Derek John Soltis
Derek John Soltis
answered on Apr 28, 2020

You need to go through the Probate process. You will need her death certificate. You should also get the other kids to sign off on you being the personal representative for the estate. Since there isn't a will you would have to get a bond to serve as the personal representative.

If...
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1 Answer | Asked in Estate Planning and Probate for New Jersey on
Q: My deceased mom left money to my kid in a brokerage account. Can she gift back to me and are there tax implications?

It's a total of $300k

Nina Whitehurst
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answered on Apr 19, 2020

Yes your child can gift the money back to you. It would be a taxable gift but the odds are no gift tax will be owing due to a lifetime gift tax exemption in excess of $11 million per person at this time.

2 Answers | Asked in Estate Planning, Elder Law and Probate for New Jersey on
Q: My deceased mom put her Brokerage account only in my kids (over 30 yrs old) names. They want to disclaim it

And give it to me. I am the executor. What do I need to do. Want to avoid probate

Nina Whitehurst
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answered on Apr 19, 2020

You need to schedule a personal consultation with a probate attorney and provide more facts. Disclaimer might not achieve the result you want because it results in your children being deemed to have predeceased your mom with the result that the funds would go to persons other than you, depending on... View More

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2 Answers | Asked in Estate Planning for New Jersey on
Q: My husband passed away suddenly at 41 so we didn’t have a will, how can I,his wife,prove I’m the executive of estate?
Noel Rivers
Noel Rivers
answered on Apr 14, 2020

I am very sorry to hear that your husband passed away. Typically, if your spouse dies without a will, you would take his death certificate to the court and apply to be appointed as the administrator for his estate. The Surrogate's Court would issue you Letters of Administration. These Letters... View More

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