How do I add property to an already existing revocable trust? can I identify the items, sign it, and store it with the trust?
Steven's answer
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Answered on October 05, 2013
Depends what type of assets. If the trust is still saying what you want, you don't have to change the trust, although if it has been a while since...
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Why does bank need to get my poa approved.?
Steven's answer
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Answered on October 04, 2013
Banks all over the country are being very cautious with powers of attorney these days. Blame those who would act unscrupulously to the detriment...
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I'm 60 and unmarried. What should I do to put my financial and health treatment affairs in order re will, trust and other?
Steven's answer
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Answered on October 04, 2013
There are plenty of legal websites out there, but this is one area where the personal touch is best. Sit down with a few attorneys for a free...
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I am inheriting some money. My 2 children live with their mother will I be required to give them any of this money.
Steven's answer
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Answered on October 04, 2013
I concur with the other attorneys - you aren't obligated to give anyone this money, now or at your death. However should you die without a will,...
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What legal recourse is there when money is stolen from a trust?
Steven's answer
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Answered on October 04, 2013
What about the other co-trustee? You should retain counsel to sue your mother and hopefully recover from her personally.
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As executor of estate my moms house was deeded equally to my brother and i, who pays for the homeowners ins. and property taxes?
Steven's answer
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Answered on October 04, 2013
It was deeded out of the estate to both you and your brother as equal owners? (Tenants in common?). You both owe equally.
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Which business entity is best suited for my business?
Steven's answer
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Answered on October 04, 2013
I would visit with an attorney or CPA to look at everything to make the determination. However based on your facts you should like a single...
Archived
Will we need to pay capital gains taxes when selling my Mom's house?
Steven's answer
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Answered on October 03, 2013
If your mother is still alive and the proceeds remain hers there is likely an exclusion for a personal residence.
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The POA of my mother cashed in her stocks of over 70,000 Is that on her (deceased) last return
Steven's answer
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Answered on October 03, 2013
I'm not sure what the question is, but if the agent under the POA cashed in stocks and did not use the money for the benefit of mother or deposit...
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Should requests for the return of an estate property from the executor be in writing from an estate lawyer?
Steven's answer
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Answered on October 03, 2013
An executor does not have to have a lawyer.