Can I have a "life estate" drawn up that is legal in my state of New Hampshire ?
If you are concerned about elder law issues and long-term care you should have a consultation with an experienced elder law attorney. It may be...
Philadelphia, PA
Estate planning Lawyer at Philadelphia, PA
Practice Areas: Estate Planning, Probate ... +6 more
If you are concerned about elder law issues and long-term care you should have a consultation with an experienced elder law attorney. It may be...
Ms. Stewart gives you a great answer. It is a gift that would require the filing of a gift tax return but it is unlikely your mother will actually...
Yes both parties have to sign the forms (either the return for the efile form for electronic filing).
Depends don the purpose of the legal fees - the circumstances where you can write off legal fees are quite...
You can leave it out. If you have a pour over will the the asset would be poured over into the trust. However I would still advise you to move all...
It is not uncommon for a beneficiary form, such as for an IRA, to require (or at least request) a SS for a beneficiary. Also, while you don't need...
What do you mean by "I could have helped align the beneficiary list with his wishes."?
You should speak to an estate/trust admin/probate attorney. This is a fairly common situation. You are asking the right questions for sure....
I take it your father is alive? He can request such information if she is acting under a POA. If she is joint on the accounts it may be a slightly...
Your question is not quite clear enough. Are you saying the trust now exists (post death of the will maker) and a trustee is appointed. Is the...