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I need to set up a power of attorney for my father who currently lives in PA but will be moving with me to CA. What should I do?
Steven's answer
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Answered on November 24, 2014
I would say that when he arrives in CA you should have him visit with an estate planning attorney to get his affairs in order. You may be taking a...
Archived
I would like to learn about minor beneficiaries(UTMA"S), trust, irrevocable beneficiaries, For promotion at work.
Steven's answer
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Answered on November 24, 2014
What do you do for work? It's hard to answer this type of question without more info.
How to find out if a will has been executed or in a probate status..? Ocean County New Jersey is where the person had passed.
Steven's answer
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Answered on November 22, 2014
If the person resided in Ocean County then more than likely the probate would have been opened there. Beneficiaries are entitled to notice and a...
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Were do I get the form to petition a co trustee to remove himself from a trust because of theft and not co operating in missouri
Steven's answer
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Answered on November 22, 2014
I'm not sure what you mean by "remove himself" because if he were removing himself it would probably not be in the situation you describe and it is...
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Can a beneficiary spouse be the executor of the will
Steven's answer
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Answered on November 20, 2014
It is extremely common for beneficiaries to also be executor. But if you think the will is not valid you should go see a lawyer.
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My family's share of my mother's estate gets poured into a trust with no mandatory distributions in my lifetime. If I make a
Steven's answer
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Answered on November 20, 2014
It is doubtful that the disclaimer would have any effect. The taxable estate of a decedent for estate tax purposes is based on the total estate...
Archived
My employer does not provide any health insurance. I have to buy it on the Obama marketplace. Can I tax-deduct my premiums?
Steven's answer
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Answered on November 20, 2014
If you buy a policy that has a health savings account (HSA) you will have many tax advantages. I would suggest finding a health insurance broker...
If I have a hand written power of attorney, how do I make it legal and valid?
Steven's answer
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Answered on November 20, 2014
I doubt a handwritten POA document would be valid. I would see an attorney to have a proper one drafted.
By signing a waiver form from probate did I give up my part of the will left to me?
Steven's answer
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Answered on November 20, 2014
Without reading what you signed it is impossible to say. So he didn't leave everything to your brother? He left you 25,000 - did the documents say...
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Is it legal for the executor of my father's estate to have an estate sale without contacting the beneficiaries of the will?
Steven's answer
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Answered on November 19, 2014
Number 1, that is very quick. Number 2 is he actually appointed as executor? Number 3 is he giving away property or selling it? Who gets the...
