Archived
How hard is it to get Conservatorship on adult child which has a disability and schizophrenia lacks
rational decision making
Steven's answer
|
Answered on April 23, 2014
Seek an attorney in your local area who has experience with guardianship matters. I don't know what it would mean if someone said it was "hard" or...
Archived
This is my 2nd marriage, if neither of us has a will, if one of us dies, who gets the property that we had before we are married
Steven's answer
|
Answered on April 22, 2014
I agree that you should take a breath. In PA since he has children from outside your marriage the estate would be split: 50% to you and the other...
Archived
5-yr unmarried relations of loved one who passed. Gave me home as gift that's still on selling market.How can I find out status?
Steven's answer
|
Answered on April 22, 2014
If he died a resident of Atlantic County (or any other county in NJ) you could call the Office of the Surrogate in the county to determine if his...
Archived
Sent a 2nd tax return as the first one wasn't delivered by USPS two weeks after I sent it. Now the first one has been processd!
Steven's answer
|
Answered on April 21, 2014
Are the returns identical? If so, I doubt it will cause much of a problem if any. I would just keep track of your records and wait a couple months...
Archived
I have a will but want to provide for my nieces and nephews, do I need to establish separate trusts for each of them?
Steven's answer
|
Answered on April 21, 2014
You can use a revised will or new will with trust provisions or a living trust to set up "shares" for each beneficiary - this can usually be...
Archived
Power of Attorney regarding Retirement & Stock Accounts
Steven's answer
|
Answered on April 21, 2014
Don't know about the "keeping secret" from Mom, but if you are the agent under a currently active POA you have right to this information.
Ancillary probate in NJ. I am executor. Beneficiary living on estate property and collecting rent from cottages on property.
Steven's answer
|
Answered on April 21, 2014
Obviously you need to take charge of the estate. If there are rents being collected under the guise of the estate, but not going to the estate...
Archived
If my husband dies before me without a will, will I automatically receive his assets?
Steven's answer
|
Answered on April 20, 2014
Does he have children? If so, and if his estate exceeds a certain amount, you will not receive everything automatically. He should have a will and...
Archived
What do I actually have to do to fund a living trust?
Steven's answer
|
Answered on April 20, 2014
Deed real estate to the trust. For accounts, change ownership to the trust - this usually involves going to the bank to have a stock or bank...
Archived
How can you transfer an IRA w/no beneficiaries to the named beneficiary in a will?
Steven's answer
|
Answered on April 20, 2014
As the MI attorneys mentioned - one issues is probate depending on how large the estate is. The other is doing a direct spousal rollover which is...