Archived
When do I get an AB Trust as opposed to disclaimer traditional living trust? Have house assets are $1.100,000.
James's answer
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Answered on November 14, 2013
This is not a question that should be answered without knowing your personal family situation ans your goals. It is civically that you engage a...
Step up in tax basis in AB trust
James's answer
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Answered on November 14, 2013
Yes.
What happens when the personal representative for an estate (without a will) dies BEFORE closing the probate on the estate?
James's answer
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Answered on November 14, 2013
They need to get with the estate attorney and file to have one of them appointed the administrator. Once they are appointed and get a copy of the...
Selected as the best answer
Property that should have been inherited in a bloodline, but has been kept secretive by family???
James's answer
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Answered on November 14, 2013
His is a common misconception. There is no requirement that land stay in a bloodline. Unless he land was held in a trust the owners wouldbe able...
Archived
Setting up a joint bank account
James's answer
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Answered on November 14, 2013
Go to another bank.
Archived
Do I need to do anything after filing of will if I'm not the Executor?
James's answer
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Answered on November 14, 2013
No you have completed your duties.
Am I responsible for any part of the funeral expenses or my brother's debts?
James's answer
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Answered on November 14, 2013
Unless you have obligated yourself for these expenses you can not be held responsible for them. These are an obligation of the estate or the...
Archived
How do I get the funds my father left from his account?
James's answer
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Answered on November 14, 2013
Unless his assets fall under a small estate limit or they were titled as pod or tod, you will have to file to administer his estate to gain access...
Archived
Can we pay off the mortgage and update the house so we can sell after the house is in my name?
James's answer
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Answered on November 14, 2013
I agree that this question should be answered by a Florida attorney. I recommend that you first discuss this with your attorney. You should get a...
Archived
Is it too late to challenge a will made up by my brother-poa- to inherit mom's money by writing a new will before she passed.
James's answer
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Answered on November 14, 2013
You need to discuss this with an elder law attorney. There may be elder abuse issues or undue influence.
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