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My sister is power of attorney of my fathers estate who has passed and she will not disclose his financial statements or will.
Joseph's answer
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Answered on May 12, 2013
I'm sorry for your loss. Your father's power of attorney in favor of your sister ceased to be effective upon his death. If your sister is the...
Can medi-cal or medicaid in California put a lien on my life estate after I die?
My home will go to my son.
Joseph's answer
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Answered on May 12, 2013
Attorney Shultz is correct. If you considering signing a deed transferring your home to your son, while retaining a life estate, please make sure...
Archived
If you are married with Wills can the husband then execute an estate plan without the wife's knowledge and/or signature?
Joseph's answer
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Answered on May 12, 2013
Yes, anyone can execute new estate planning documents without informing anyone else (including a spouse). Here in Connecticut, it is possible to...
Archived
Do I need to pay taxes on distributions from a trust?
Joseph's answer
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Answered on May 12, 2013
Attorney Shultz is correct. You may wish to talk with a high-level accountant or tax attorney to walk him or her through this matter. He or she...
Archived
I have a claim against my mothers estate. The PR had stated that she would honor my claim but now she is trying to back out.
Joseph's answer
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Answered on May 12, 2013
Attorney Carrier is correct. Provide the attorney with receipts, an affidavit as to the hours you worked on the house, etc. As Attorney Carrier...
Archived
Co executor in Kansas won't pay beneficiary in Michigan
Joseph's answer
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Answered on May 12, 2013
Attorney Shultz is correct. A harshly-written letter from an experienced Kansas probate attorney may push your step-sister to do her duty as an...
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Archived
My father has a living trust ... my older brother is his executor. When he dies and the estate is
Joseph's answer
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Answered on May 11, 2013
Attorneys Goldstein and Schening are correct. A fiduciary, whether Executor or Trustee, will be entitled to a reasonable fee as determined under...
How many witnesses do you need to sign a will in ny state? And who should be the witnesses?
Joseph's answer
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Answered on May 11, 2013
Attorney Herman-Giddens is correct. You may very well have a disaster on your hands after your father's death if this will is not properly...
Archived
As a NJ resident and executor of my mother's Florida estate/trust, by which state's law do I claim the executor's fee, Fla or NJ
Joseph's answer
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Answered on May 11, 2013
Since your mother's estate and trust are in Florida, any fee you would be entitled to as the Personal Representative and/or Trustee would be...
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Archived
My mother and I recently completed a durable power of attorney on-line and had it notorized. Now what?
Joseph's answer
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Answered on May 11, 2013
Where is the original Power of Attorney your mother printed off on her computer? Is it in properly witnessed and in Connecticut form? Does it...