Archived
My wife died suddenly.All policy`s were left to I the spouse in a type letter. But found out there was one she did not sign?
Denise's answer
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Answered on July 19, 2017
Hi -
I am sorry for your loss and the difficulty you are experiencing from your step-children. If there was no named beneficiary, then you do...
Archived
Can 2 of the 3 trustees on a trust account allow the individual access to funds for purchasing a house?
Denise's answer
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Answered on July 05, 2017
The terms of the trust will dictate the answer. There is no way to answer this question without looking at the trust itself. The trust will...
Archived
Who can I trust? I'm 56, disabled, and getting conflicting advice from 2 specialty firms
Denise's answer
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Answered on June 23, 2017
I agree with Attorney Peterson. However, I would also add that assets in a SNT, whether first party or third party, are supposed to be used for...
Archived
General durable power of attorney, health care proxy
Denise's answer
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Answered on June 21, 2017
The age of the documents shouldn't be an issue. As long as they comply with the statutory requirements, they should be fine.
Archived
What powers do I have as the sole trustee of a family estate?
Denise's answer
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Answered on June 12, 2017
It's unclear from your post why your father-in-law needs "incompetency proceedings" if he has a POA in place. It's also unclear from your post if...
If a beneficiary dies before an estate trust is settled do the remaining shares only go to the remaining beneficiaries?
Denise's answer
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Answered on June 12, 2017
I agree with Attorney Owens. You need to take the trust and your facts to an attorney to review. The terms of the trust will determine how a...
Does a Will supersede a Life Estate Deed in Massachusetts?
Denise's answer
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Answered on June 01, 2017
Your Will can only control assets that you own at your death. By signing the life estate deed, your father determined that the property will not...
Archived
My father passed away in 2005. I would like to obtain his medical records? What is the procedure and do I need a lawyer?
Denise's answer
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Answered on May 27, 2017
Hi - Unfortunately in MA only a duly appointed Personal Representative (formerly called executor) may access a deceased person's medical records. ...
Archived
What can I do if my dependent who is handicapped is being harassed by landlard?
Denise's answer
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Answered on May 18, 2017
First, I would suggest that you get current with her bills. Regardless of her handicap, she can be evicted if she is not paying her rent. Second,...
Archived
What if I have an attorney n want to sign my right over ?
Denise's answer
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Answered on May 18, 2017
If you have an attorney you should discuss your options with her or him. If you don't have an attorney and you "want to sign your rights over" you...
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