Archived
My mother remarried and has willed her house to my brother and me. Does her new husband have rights to the property?
Steven's answer
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Answered on October 25, 2012
If we are talking about the will, a surviving spouse can exercise his statutory forced share rights. In most states a surviving spouse can claim...
Archived
I have a traditional IRA. Have taken RMDs for several years. I intend to purchase a single premium immediate annuity in 2013.
Steven's answer
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Answered on October 25, 2012
NOt sure of your facts here but if you have the IRA in 2013 you must take an RMD for that year. The real question is why you are doing this as you...
Archived
Does a trust protect your finances or do you need to set up a family limited partnership for a family who has more than $1M?
Steven's answer
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Answered on October 25, 2012
Mr Cohan offers sound advice. If you have this type of wealth then you owe it to your family to meet with an estate planning attorney to discuss...
Archived
My mother has to select premium/benefit options for her CNA long term care insurance as part of a class action settlement.
Steven's answer
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Answered on October 25, 2012
Mr. Johnson has offered some thoughtful insights but this determiniation also needs to take into account other assets and related estate issues. ...
Archived
Can I create Note (mortgage) on my own home to protect my equity on my home ?
Steven's answer
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Answered on October 24, 2012
Not sure how a mortgage helps you here. You need to sit with an estate planning attorney to look at your total situation to get specific advice to...
Archived
How long does the process take to get a guardian appointed for an incapacitated adult in Utah?
Steven's answer
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Answered on October 24, 2012
Both attorneys offer general insight but a discussion with a UT attorney who regularly deals in this matter would give you a better idea.
Archived
Can a farm that I bought from my Granddaddy’s estate be taken from me by my uncle, who has hired an attorney?
Steven's answer
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Answered on October 24, 2012
I agree with Mr. Fredericks, but you need to get your own attorney if he does in fact hire an attorney. You must do this no matter how strong your...
Archived
When can a Ladybird deed be obtained?
Steven's answer
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Answered on October 24, 2012
Both of my esteemed attorneys offer excellent advice. Not much to add here except that if you have a MI estate problem you should call Mr. Frederick.
Archived
How to add my senen neices and nephews to my will in the next 7 days?
Steven's answer
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Answered on October 24, 2012
Mr Frederick offers sound advice, but there is more to this than drafting a simple will. To have an estate plan done encompasses much more. When...
Archived
Will MI Estate Recovery take all proceeds from the sale of my aunt's property?
Steven's answer
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Answered on October 24, 2012
Both attorneys offer sound advice. However, you need to get with an elder law or estate planning attorney familiar with the issues raised. This...
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