Questions answered by Cheryl K. David

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How do I remove my deceased wife name from my house? And put my new wife name on the house.

Cheryl's answer | Answered on July 09, 2014

If the house was owned by both of you during your marriage, it's likely owned as tenants by the entirety. This means that the house became yours...

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If the home within a trust has been sold does that solve the trust? Mom still has social security & pension money?

Cheryl's answer | Answered on July 06, 2014

There isn't enough information to make a determination. Usually, the money from the sale of the house is a trust asset. However, if the money has...

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Lifetime rights

Cheryl's answer | Answered on June 30, 2014

An attorney would need to read the deed to see exactly what the conveyance is, but it likely means that you have the right to live there for the...

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How do I get Vanguard to release retirement funds to my 76 year mother?

Cheryl's answer | Answered on June 29, 2014

Please hire an attorney to get this matter resolved.

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Can state take home and my personal inherited land from my parents to pay for care for my mother in law with Alzheimer's?

Cheryl's answer | Answered on June 29, 2014

Please see a NC elder law attorney. It may be possible to work this out. Transfers within 5 years of needing care are countable by DSS. If you...

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Can we charge elderly some for care and living expenses while living with us?

Cheryl's answer | Answered on June 28, 2014

There is a way that you can be reimbursed for care, but you need to seek the advice of an elder law attorney. Depending on the documents your...

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I am the only child and Executor in mother's will. My daughter gets house; I get the rest which I want to go to my daughter. Can

Cheryl's answer | Answered on June 27, 2014

See an attorney. You will need to legally disinherit yourself, if your daughter would have been the person entitled to the estate if you had died...

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My 18-yr-old son is going to college this fall. What legal documents should I have for him besides Medical Power of Attorney?

Cheryl's answer | Answered on June 27, 2014

Congratulations. I would recommend that your son sign a full estate planning package, which consists of a will, health care power of attorney,...

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My girlfriend passed away , she gets a SSI CHECK, IM HER EXECUTOR OF STATE , 3 DAYS LATER THEY CLEAN OUT HER BANK ACCOUNT, ??

Cheryl's answer | Answered on June 22, 2014

I'm sorry for your loss. Please see an attorney to protect your interest in the life insurance policy, if you were the named insured of the policy...

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My aunt is in a nursing home, she has a house, is it legal for the state to take her home, we(POA) can't sell it.

Cheryl's answer | Answered on June 21, 2014

You need an elder law attorney. There are legal strategies, in certain circumstances, which can be used to safeguard some assets.

Cheryl K. David's Answers (1038)

How do I remove my deceased wife name from my house? And put my new wife name on the house.

If the home within a trust has been sold does that solve the trust? Mom still has social security & pension money?

Lifetime rights

How do I get Vanguard to release retirement funds to my 76 year mother?

Can state take home and my personal inherited land from my parents to pay for care for my mother in law with Alzheimer's?

Can we charge elderly some for care and living expenses while living with us?

I am the only child and Executor in mother's will. My daughter gets house; I get the rest which I want to go to my daughter. Can

My 18-yr-old son is going to college this fall. What legal documents should I have for him besides Medical Power of Attorney?

My girlfriend passed away , she gets a SSI CHECK, IM HER EXECUTOR OF STATE , 3 DAYS LATER THEY CLEAN OUT HER BANK ACCOUNT, ??

My aunt is in a nursing home, she has a house, is it legal for the state to take her home, we(POA) can't sell it.