How do I best protect myself and my property.... especially after I pay off my mortgage.

After you pay off your mortgage, make sure that a satisfaction of mortgage is recorded. When your house is sold – either during your lifetime or...

Can we avoid a penalty

To use the Medicaid caretaker exception, the son must have resided in the house for at least two years before the mother was institutionalized, and...

Can I request the second bequest once I have probated the second will?

I’m sorry to hear that about your loss. That’s a sad situation. If you have the wills, it would be useful to see the terms. Some wills have...

Is there anyway we could have any issues should this happen??

My understanding is that he is just using your mailing address. If you did not co-sign or guarantee his company’s or personal debts, you are not...

How do my spouse and I make sure we collect all the money we loaned to my mother-in-law from her estate before anyone inherits?

If you are not the estate fiduciary, you can file a claim with the fiduciary against the estate. If you are the estate fiduciary, you must prove...

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Should my mother apply for Medicaid? Required to sell house?

Under the Medicaid “caregiver exception,” if a caregiver child lives with a parent for two years immediately before the parent enters a nursing...

How do I change a trustee on an irrevocable trust?

Although it sounds counter-intuitive, New York law allows the amendment or revocation of an irrevocable trust. It requires the written consent of...

I had a client with the same problem. His entire yard needed to be excavated with a backhoe. You must take action immediately. Bamboo can cause...

What happens if a person passes away owing on credit cards?

If your father has debt, when he dies, his estate becomes responsible for that debt. His beneficiaries will not be personally responsible for...

Can beneficiaries argue for more money after the assent and release forms have been signed and notarized and am I protected?

If you have notarized releases, then I think you are probably safe. It sounds like the beneficiary is just making noise. You may consider...

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