My uncle asked me to send my SSN to him so that he provide to the bank that will be drawing up his will. Is that info necessary?
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Answered on October 04, 2017
A bank is not drawing up his will, banks should not be doing that. It is more likely that he is naming you as a direct beneficiary of an account....
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What are the options?
Steven's answer
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Answered on October 04, 2017
If your brother is receiving payments for a deceased person he is committing a crime. As far as the house goes he has a fiduciary duty to pay...
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How can i get brother out of home?
Steven's answer
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Answered on October 04, 2017
You (and your brother) are the owners - you can file for an ejectment. You will need a lawyer.
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Can the person who has a poa sell the teststors mobile home before the testator dies?
Steven's answer
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Answered on October 03, 2017
Depends what the POA says, primarily. If there is a proper reason to sell now, versus waiting, it could be proper. In other words, why sell now...
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What does an executrix do after beneficiary of a trust dies before distribution?
Steven's answer
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Answered on October 02, 2017
There is a good chance the trustee rightly stopped making payments to your friend/friend's estate. On the other hand that may not be appropriate....
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How can a Trust be established for my possessions that would be regarded as Legally binding?
Steven's answer
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Answered on September 29, 2017
Your question is rather vague. When you refer to "possessions" I am not clear if you mean movable property or just all your assets in general...
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When you have medical POA over your spouse, is it the same as POA over their finances?
Steven's answer
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Answered on September 28, 2017
Short answer - yes. Most people who engage in estate planning have an agent for health and one for financial. It can be the same person but a...
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Can a coexecutor of an estate in Pennsylvaina be excused? Do you need permission of the other coexecutor?
Steven's answer
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Answered on September 27, 2017
It is possible. The Register of Wills would have to allow this since you already started. Having the agreement of the other co-executor would...
What kind of gift tax will I pay on $75,000.00?
Steven's answer
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Answered on September 27, 2017
Zero. The person making the gift has to file a gift tax return - whether they actually pay gift tax will depend on their particular situation.
Power of Attorney abuse?
Steven's answer
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Answered on September 27, 2017
You likely have standing to force your sister to account for her actions as Agent under a power of attorney. Not clear what state this is in but I...