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I have a joint account with right to survivorship. the other person recently died in washington state.
Steven's answer
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Answered on November 11, 2012
You need to find out how strong your legal position is towards these funds. For example, if this account was set up long ago and is truly a joint...
Archived
How much it cost to prepare a will ?
Any good lawyers in Rome,Ga region who specialize in will creation ?
Steven's answer
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Answered on November 10, 2012
If you are near Ms. Hunter you would be well served to contact here. She is an excellent estates lawyer. I have read hundreds of her posts here...
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I'm a beneficiary who lived in the decedent's home where I made photo albums that the executor took. How do I get them back?
Steven's answer
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Answered on November 10, 2012
I agree with Mr. Fredericks. You should also stay on tiope of this executor as this may be the tip of the iceberg of nefarious conduct. Get your...
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I live in connecticut and my dad lived in mass. He died in 2011 and his home in mass. had a life estate.I sold his home this
Steven's answer
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Answered on November 10, 2012
If he had a life estate, under Section 2036 of the Internal Revenue Code the asset is includible in his estate and you get a step up in basis. You...
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Can I protect my home which is paid for in full from any unforseen medical issues in the future?
Steven's answer
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Answered on November 10, 2012
Mr Lodmell offers sound advice. Before you do anything, especially dropping coverage, you should get with an estate planning attorney. Face to...
Archived
What is the approx. cost of a irrevokable trust.
Steven's answer
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Answered on November 10, 2012
You really need to get some estate planning as an irrevocable trust may not be the right vehicle for you. For example, having an annuity inside an...
What is the average cost to have a Will prepared (given that the only asset is a home)?
Steven's answer
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Answered on November 10, 2012
You really need to do estate planning. You need at least a will, a living will/advanced medical directive, and a durable power of attorney. You...
Bank account - trust or joint?
Steven's answer
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Answered on November 10, 2012
I agree with Mr. Frederick; it sounds like a trust asset. Get to an estate litigation attorney immeditaely before she squanders the money.
Archived
What's the downside of using an out of state bank as corporate trustee?
Steven's answer
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Answered on November 10, 2012
Mr Leroi offer sound advice. If you are in fact relying on a financial planner and not an estates attorney you are making a HUGE mistake. Get to...
Archived
Should I attempt to represent myself in front of the Orphans Court, on a final accounting objection?
Steven's answer
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Answered on November 10, 2012
This is really not a good idea. There are certain skills involved in these matters that you clearly do not possess. Remember you are going to be...
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