Archived
If I am going to rewrite my will leaving my life insurance to my wife and just a portion to my grown kids.
Steven's answer
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Answered on November 07, 2012
You really need to get with an estates lawyer. Using a trust, whether it be a revocable or irrevocable trust will allow for better planning for...
Archived
My question is, is there a legal issue if power is being returned to surrounding areas but not a street that has elderly people
Steven's answer
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Answered on November 06, 2012
Its sounds very doubtful. Sorry to have to tell you that and this is just a horrible situation. Best of luck to you. In an unrelated note, you...
Archived
Is there legal protection for my financial assets in the case my future spouse has extended needs of medical care or is sued?
Steven's answer
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Answered on November 06, 2012
Mr Palmer offers an excellent discussion of some of the issues you face. More will be uncovered and developed in a face to face meeting with an...
Archived
Is an annuity owner's estate liable for the tax on the distribution of a total annuity to a charity at his or her demise?
Steven's answer
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Answered on November 06, 2012
Ms Finch offers sound advice. Remember that annuities are paid in accordance with the beneficiary designation. So if a 501(c)(3) charity is so...
Archived
Save one company and let the other go? How do I do this?
Steven's answer
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Answered on November 06, 2012
You have big problems here as you have let payroll taxes go unpaid. Under the responsible person provision of Section 6672 you have personal...
Archived
What are the pros and cons of designating my trust as the beneficiary of my rollover IRA?
Steven's answer
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Answered on November 06, 2012
You are referring to "conduit" trusts when you are dealing with retirement plans. This is a highly technical area of the tax law and there are a...
Archived
Can my sister legally withdrawal and spend money from accts shared jointly by my incarcerated father?
Steven's answer
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Answered on November 06, 2012
Both attorneys offer sound advice. However, this situaiton cries out for retaining your own attorney to see what your sister can do here. A...
Archived
My Quadriplegic husband died. On Ohio Medicaide Home Care 9 years. I sold our house. Not heard from Medicaide.
Steven's answer
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Answered on November 05, 2012
To get a definitve answer you need to sit down with an elder law attorney to go over all the facts and circumstances. So it would be good idea to...
Archived
Is there anything I can do as the guardian and conservator for my father in a seizure of assets by the state attorney?
Steven's answer
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Answered on November 05, 2012
Get to the bottom of the problem. Get all the tax and related documents and get to a tax attorney immediately.
Archived
Do I have to go to court for special permission in order to refinance disabled person property-?
Steven's answer
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Answered on November 05, 2012
Boith attorneys give excellent advice. You need to get with an estates attorney to review the documents, the court order of conservatorship and...
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