Archived
My sister, neice and my self have lived in my parents house fo over forty years can my younger sister put us out without a will
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Answered on September 24, 2012
Both attorneys offer sound advice. Do not be pushed around here. This is a legal matter and you as a non-attorney need to consult with an estates...
Archived
What does an acurary use to figure the life estate of an 82 year old man?
Steven's answer
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Answered on September 23, 2012
Relax. At age 82 his actuarial life expectancy is small, so via the actuarial tables the factor used will result in a small amount due him. Get...
Archived
How to pass along appreciated stock out of Estate.
Steven's answer
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Answered on September 23, 2012
Well it sound like you have done some planning as you have used up each of your unified credits. A couple of points worth mentioning. First...
Archived
I hired an attorney for a probate case,he will not communicate. What should I do?
Steven's answer
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Answered on September 23, 2012
Communication is vital and imperative. Dismiss this attorney immediately if you are not comfortable with the level of service or expertise or lack...
Washington State: Steps to set up a trust fund for my children to have my whole life insurance pay into if both parents die.
Steven's answer
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Answered on September 23, 2012
Mr LIneberry offers a great wealth of advice here. The ILIT has many advantages and setting this up before underwriting is completed is...
Archived
I have an inherited IRA. I would like to gift part of the proceeds to family members. What would be the best process ?
Steven's answer
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Answered on September 23, 2012
From my other post: A gift like this does not change your INCOME tax consequence. The law treats this as a taxable distribution of income to you...
Archived
Can I direct the account holder of my inherited IRA, to gift an amount up to $13,000 to a family member without any tax issues
Steven's answer
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Answered on September 23, 2012
A gift like this does not change your INCOME tax consequence. The law treats this as a taxable distribution of income to you in which you will...
Archived
I HAVE OWNED A HOUSE, I RECEIVED IT FROM MY MOTHER, WHAT HAPPENS IF SHE GOES TO A NURSING HOME.
Steven's answer
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Answered on September 22, 2012
The five year rule relates to medicaid and this transfer will have an impact on mom's eligibility for medicaid. You really need to get with an...
Archived
If someone has executive of an estate and someone was already living there prior to this. Can the executive take what they want?
Steven's answer
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Answered on September 22, 2012
Mr Fredericks offers some possibilities here. However, you really need to gatther any and all documentation surrounding this matter and speak with...
Archived
My father died when I was 16 I am 38 now. When he died....
Steven's answer
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Answered on September 22, 2012
Both attorneys offer sound advice. You are way to late in responding to this issue. You have insurmountable statute of limitation problems here. ...
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