Archived
My dads cousin left no will. I have a notarized letter with a raised seal stating that the house goes to my father.
Heidi's answer
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Answered on April 14, 2015
Both Mr. Whalen and Mr. Zelinger have offered sound advice. For a document to be a "Will" it must be testamentary in nature, meaning that it...
Archived
Retrieving personal property of deceased spouse from police
Heidi's answer
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Answered on April 14, 2015
If you have no need to probate (which is not unusual for a husband and wife situation), you need to retain an attorney to discuss the situation...
Archived
Question about a Trust's TIN changing on the death of a spouse (co-Trustee)
Heidi's answer
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Answered on April 11, 2015
I'm assuming you are the same person whose question I answered earlier and to whom you replied. If your dad's share is revocable, this words no...
Archived
How to handle this year's taxes for a Revocable Trust where 1 of 2 co-Trustees passed away this year. And future years' taxes?
Heidi's answer
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Answered on April 10, 2015
First, my condolences on the loss of your father. As to your question, you need to have a trust and estates attorney review the revocable trust...
Where can I find a Decree of Distribution?
Heidi's answer
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Answered on April 10, 2015
A decree of distribution is what the court issues at the end of an estate administration. A short certificate is issued to the person who serves...
Archived
Does durable power of attorney void out the agent on a living will
Heidi's answer
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Answered on April 09, 2015
If you are related to the family member by blood, marriage or adoption, you need not be removed as the health care agent under the Health Care...
Archived
I am the POA for my Grandmother and just submitted her medicaid application. What do I do about checks written to me?
Heidi's answer
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Answered on April 08, 2015
I hope you still have the $6,000 because she is going to be penalized for that transfer unless you give it back. I clearly do not understand why...
Archived
What can I do to get my special needs son removed from his father's insurance?
Heidi's answer
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Answered on April 07, 2015
I am not sure what your concern is about your son being on your husband's insurance. if the evaluations will not be covered by your son's father's...
Archived
I inherited 30% of property and the rest of beneficiaries want me to buy out their shares in it as well.
Heidi's answer
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Answered on April 06, 2015
I'm assuming you are speaking about real property. You technically own 30%. For example's sake, let's say the value of the property is $100,000. ...
Archived
Would a single I-Series U.S. Savings Bond worth $5k outside of a Trust have to go thru probate in FLA for a surviving spouse?
Heidi's answer
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Answered on April 04, 2015
If the bond is in an individual's name alone, it will require probate when that person dies. This can be avoided by adding the spouse as a joint...
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