Archived
What kind of lower do we need to look for and do we have to have the death certificate before we can get the power of attorney
Jeffrey's answer
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Answered on December 20, 2015
I'm sorry to hear of your loss. You will need to contact an attorney who handles probate/estate administration. Powers of Attorney do not survive...
Archived
From WA, how can we verify if the son has legal rights to the grandfather's estate and then how do we pursue within IL?
Jeffrey's answer
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Answered on December 16, 2015
First you will need to determine whether her son's grandfather is indeed alive. If he is indeed alive, the only way to intervene would be through...
Archived
Can we gift money to qualify for Aid & Attendance benefits?
Jeffrey's answer
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Answered on October 04, 2015
There is currently no look-back period for aid and attendance benefits, however, that may change in the very near future under proposed amendments...
Archived
How do we rescind stipulations in a last will and testament?
Jeffrey's answer
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Answered on October 04, 2015
You should talk to your grandmother to see why she has chosen to proceed this way. As stated above, it is her decision, but she may not fully...
Can an elderly person with dementia sign documents?
Jeffrey's answer
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Answered on October 04, 2015
In New York a person with dementia can sign documents provided they are having a moment of lucency when they sign them. This is a very difficult...
Archived
My daughter receives SSD . What trust should I set up for her. My assets are only $300K in bank acounts - no other assets ...
Jeffrey's answer
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Answered on October 04, 2015
My condolences with regards to your son. You've received some great information above. Your $300,000 is at risk to being lost to a nursing home...
Archived
What do I do with these certificates back from 1967 and 1968 that were given to me and they belonged to my grandparents.
Jeffrey's answer
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Answered on October 04, 2015
You will likely need to open, or re-open an estate administration proceeding to cash these certificates. Since you are the only living relatives,...
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