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How can I set up someone other than the parents, in the event of my death, to handle the final expenses of my grandchildren.
Heidi's answer
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Answered on September 24, 2014
It would seem to me that there would be a greater likelihood that your grandchildren's parents will die before them. I realize that people do die...
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I own my house 100%. I want to let my future wife live there until she dies then I want it to go to my kids. Is this possible?
Heidi's answer
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Answered on September 24, 2014
Yes. I do not like using life estates, however, which have been suggested by some of the other practitioners, because it keeps the house or the...
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My bother passed away approx 40 days ago I just rec'd notification of his death . His partner passed away 3 years ago .
Heidi's answer
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Answered on September 23, 2014
Mr. D'Agostino - Your best bet is to contact probate counsel in the Las Vegas, NV area. The laws regarding rights of beneficiaries and family...
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Is it a common or reasonable practice to have a proposed ward name a proposed guardian (a stranger) as executor of their will?
Heidi's answer
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Answered on September 23, 2014
Frankly, no. What is common is in a Power of Attorney or an Advance Directive to appoint the person you name as agent to serve as your guardian if...
I am purchasing the two remaining family cemetery plots from my recently
deceased mother's estate. I have two siblings.
Heidi's answer
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Answered on September 23, 2014
In my experience with transferring cemetery plots, the cemetery generally oversees everything. Typically all blood relatives are entitled to be...
Archived
My mother created a trust for her children and step-children and I (her daughter and also beneficiary of the trust) am a
Heidi's answer
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Answered on September 22, 2014
I am a bit confused. You state that your mother did not have a probate estate but your step father incurred legal fees as Executor of the estate? ...
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As an heir, am I entitled to review the bank records and tax returns of the deceased for the last 3 years?
Heidi's answer
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Answered on September 18, 2014
Not without probable cause. If there is an estate administration underway and you are going to file objections to the account and the contents of...
Archived
Do adult children have to pay taxes on an inheritance they receive from a parent? If yes, what is the percentage in tax?
Heidi's answer
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Answered on September 17, 2014
As Mr. Whalen said, life insurance is not taxable for PA Inheriance Tax purposes. If by chance you are in a federal estate tax situation (which...
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Archived
One parent in nursing home trying to get on Medicaid as her savings almost gone. Other parent is still self pay. Can son gift.
Heidi's answer
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Answered on September 16, 2014
I appreciate the answers provided by the other practitioners. However, as I have learned, the rules for Medical Assistance (what Medicaid is...
Can my brother remove items from the house with out the will being registered? He is the named executor of her estate.
Heidi's answer
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Answered on September 16, 2014
Your brother should not have removed anything from the house before it was inventoried for death tax purposes. Moreover, if it has been 3 months...
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