Archived
What to do to get a labor union to pay to pension benefits my mother left to me when she completed her pension paperwork.
Dennis's answer
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Answered on May 05, 2013
Florida breach of contract actions have a five year statute of limitations; so you need to act quickly. I am curious to know what the pension...
Archived
Our account is listed as Tenents in Common. Also TOD. We have been told that TOD must be Joint Tenency. Married ,
Dennis's answer
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Answered on April 27, 2013
You list the topic as Trusts; but you also note an account with TOD designation. TOD is usually for brokerage accounts. A trust would already...
Archived
I am receiving SSI benefits and I am inheriting 105,000 dollars. Is this going to affect my SSI benefits?
Dennis's answer
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Answered on April 27, 2013
Since SSI doesn't pay much for food and shelter expenses, then you'd be better off accepting the $105,000 and doing some financial planning to make...
Archived
In VA when is a deceased's estate legally considered to exist?
Dennis's answer
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Answered on April 27, 2013
No. An heir at law must be living to inherit. I'm sorry to hear about your cousin; but it's nice to see someone from Harrisonburg posting on...
Archived
Does an unregistered will have to go to probate in the state of Arkansas?
Dennis's answer
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Answered on April 27, 2013
I imagine that Arkansas law is similar to Florida (where I practice) in that Real Property needs a court order (probate) to be legally transferred,...
Archived
Who has to pay the taxes on an Early Distribution?
Dennis's answer
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Answered on April 27, 2013
The administrator should have withheld 20% in a rollover situation, since it was not a direct transfer to another plan. That lessens the burden on...
My sister used her POA to move assets between bank accounts right before my mother's death to keep assets out of probate.
Dennis's answer
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Answered on April 27, 2013
An attorney in fact has a fiduciary duty to do what is best for the grantor of the power, not for herself. To the extent that this aided the...
Archived
Who votes on replacing a Personal Representative who died and was also a 1/3rd beneficiary?
Dennis's answer
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Answered on April 27, 2013
Anyone with an interest in an estate can petition to be appointed PR/executor. The most likely person to be judicially appointed is a beneficiary...
Archived
I would like to know, if I have to pay any taxes what soever on an inheritance? This money was in the form of E Bonds
Dennis's answer
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Answered on April 27, 2013
Savings bonds are purchased at a discount and then mature at par. The amount that the bonds are worth at any time after they are originally...
Can I cash a check written to my diseased mother - I was power of attorney. she died 6 yrs ago
Dennis's answer
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Answered on April 24, 2013
http://www.osceola.org/correctionsdep/161-3457-0/correctionsreports/ArrestReports.cfm
this could be you, if you try to cash someone else's check
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