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Am I legally entitled to the whole amount because I hold the last updated will and also the last updated POA before he passed?
Steven's answer
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Answered on May 15, 2016
Physically "holding" the will or being the executor does not determine who gets property. IF the policy has a named beneficiary that person gets...
Archived
Do i have to file a estate if there is nothing in the estate left after beneficiaries of accounts have been paid on death?
Steven's answer
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Answered on May 15, 2016
I would need to know a bit more info but it is possible that you do not need to deal with probate. The accountant is not correct necessarily...
What does "SATISFACTION OF MORTGAGE WITHOUT RELEASE OF DEBT" mean?
Steven's answer
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Answered on May 14, 2016
I agree with the other attorneys and would add that perhaps the mortgage has been released by the debt may still exist against the borrower or the...
Archived
I receive an unexpected notice of federal tax lien after I started a mortgage refinance process. Will this impact closing?
Steven's answer
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Answered on May 14, 2016
It is very common for the lien to be filed - usually the installment agreement will specifically state that they will still file a tax lien if the...
Archived
Do I download a Power Of Attorney Form for the state she resides in (MA), or for FL?
Steven's answer
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Answered on May 14, 2016
Your mother should see an attorney near where she resides as a first step. However it is hard to say what rental agents would say down there with...
Archived
What should I do to convince the executor to distribute the assets in the trust?
Steven's answer
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Answered on May 14, 2016
Is the "executor" the same as the "Trustee"? What does the trust say about distributions? Why would the attorney for the trustee tell you things...
Archived
Is his Will still valid if it was created and signed after Hospice care began?
Steven's answer
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Answered on May 13, 2016
Being in "hospice" care won't in and of itself mean that a will is not valid. The question is did he have the required level of mental capacity to...
Archived
Can any one explain to me what this means
Steven's answer
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Answered on May 12, 2016
It is basically giving the fiduciary the power to control how a distribution is made to a younger beneficiary. This is very typical.
Archived
How do i find out if wills is sign & legal. Will i get his annuity & pensions? Is he screwing me over & lying to me?
Steven's answer
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Answered on May 12, 2016
You need to have someone review your situation by looking at the documents and getting more facts. I also would be curious if you would be...
Archived
Can he sign over his house and write us each a check, as this was to be our inheritance, if he needs to go to a nursing home?
Steven's answer
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Answered on May 11, 2016
If you are attempting to protect the assets of a person who appears to be in need of expensive long-term care, the best thing for you to do is take...