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Dad died in 2006. He was well off and had to of left an insurance policy. How can i find if my mom and sister cheated me?
Steven's answer
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Answered on August 12, 2016
At this point you may be out of luck since you've waited so long. Even if you have an issue where there is a long statute of limitations (more than...
Archived
Can we contest the Will of our Uncle (by marriage).
Steven's answer
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Answered on August 12, 2016
Can you contest it? Yes. Can you find a lawyer to take it on contingency? Maybe, but unlikely given your facts. The issue you have is you don't...
Archived
Can a special trust that my Mom set before she died in NJ, protect me in California from losing my benefits?
Steven's answer
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Answered on August 11, 2016
A properly drafted SNT would potentially help you in your situation - you being in CA should not have an effect. Note however that if you are on...
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Transferring an annuity into a trust.
Steven's answer
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Answered on August 11, 2016
I would consult with your lawyer and a tax advisor, however, it is probably only necessary to change the beneficiary to the trust if you have a...
Archived
Who is responsible for taxes on U.S. Treasury Bonds if there is a deceased owner and a surviving co-owner.
Steven's answer
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Answered on August 11, 2016
If the asset is joint with right of survivorship, in PA the inheritance tax would apply and that would mean 1/2 of the value would be taxed in the...
Archived
Can my mother get money from her well to do dead husband's estate? No lawyers will help.
Steven's answer
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Answered on August 11, 2016
If he died a resident of NY you would want to find a NY attorney. I would just keep trying to see if you can find a lawyer who would take...
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I would like to buy a home with a trust, how can I go about this?
Steven's answer
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Answered on August 10, 2016
I also concur with my PA colleagues. You need to meet with an experienced estate planning attorney to determine what you should or should not do. ...
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In the state of Iowa, if someone has multiple living trusts and multiple wills, which takes precedents?
Steven's answer
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Answered on August 10, 2016
A person would normally only have one will (at a time) as most wills revoke all prior wills. This would mean the most recent will controls. Even...
Archived
What can I do if the Executor of my sister's Will chose to override what was in the Will?
Steven's answer
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Answered on August 10, 2016
If she won't do the right thing voluntarily, you'll have to hire a lawyer to assist you - which would probably involve filing a probate court...
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A relative passed and was cremated the last wish was to be scattered on LBI NJ. Preferably at sea are permits required?
Steven's answer
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Answered on August 10, 2016
I concur that it is against the law.