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My single brother died without leaving a will. Surviving family members included his father, and three half-siblings.
Steven's answer
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Answered on February 11, 2013
You've got yourself a bunch of fairly confusing issues. Typically under state law if a person dies without a will, the assets go to...
I've been asked to sign a bond waiver on my father's estate in California ($673,000). Am I signing away any entitlement. No Will
Steven's answer
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Answered on February 11, 2013
You should hire an attorney. There is too much at stake for you not to have proper legal advice. Getting questions answered on a message board is...
Archived
Brother had his name put on mothers retirement account as joint tenant TOD. He also is planning same with the house .
Steven's answer
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Answered on February 11, 2013
If your mother lacks capacity she cannot perform any of these actions legally. You need to hire an attorney to protect her interests and very...
Archived
When you renounce your rights to administer an estate and the attorney becomes a joint administrator with a family member, does
Steven's answer
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Answered on February 11, 2013
Mr. Backes answer is very good. I would add that just because both have "access" to the information about the estate, doesn't absolve either of...
Archived
Will my daughter get her share of the money if her and I are in it under per stripes?
Steven's answer
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Answered on February 11, 2013
If your daughter is named as a beneficiary in the same group with all the others in that paragraph it sounds like she takes a share as well...that...
Archived
As POA of my mother's Living Trust, am I able to transfer mom's car to one of my siblings?
Steven's answer
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Answered on February 11, 2013
Firstly, I want you to have the terminology right. You may be the agent under your mom's POA, you may also be the successor trustee under her...
Archived
Can I make an offer on an estate before it comes out of probate?
Steven's answer
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Answered on February 11, 2013
You may need to wait a bit to wind through probate, but I see no reason why you could not make a deal to purchase her half if she is in agreement...
Archived
How can i stop creditors from taking/putting a lean on my house?
Steven's answer
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Answered on February 11, 2013
At this point the house is not yours, it is your mother's and therefore her estate's. If she had a spouse or other children, you also have to...
Archived
I paid an estate tax of 10% on a POD CD . Is the estate tat paid considered a deduction on my iincome tax
Steven's answer
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Answered on February 11, 2013
To your first question, I believe the answer is no, unless there is a discrete IA issue.
On your second question, an inheritance is not taxable,...
Archived
I want to avoid creating tax consequences for my children when using the proceeds of an "accelerated benefit" life policy.
Steven's answer
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Answered on February 11, 2013
If you are receiving an accelerated benefit, I assume you are ill and dying? Or is it something else. You need to get your estate planning house...