Archived
I have a 16 year old next door neighbor whos mother wants him to go live with his father but he does not get along with his fath
Joseph's answer
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Answered on August 20, 2013
Everyone could refuse and let the state deal with it.
Seems to be common in today's world.
Archived
For Probate do I list items held jointly with right of survivorship?
How do I get house deeded in my name only?
Joseph's answer
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Answered on August 20, 2013
Very sorry for your loss.
Filing a death certificate should be sufficient
to remove his name from county records on your home.
Presenting a...
Archived
If a person has an IRA and you are the beneficiary, what happens when the person pass away? Does the money have to stay in IRA?
Joseph's answer
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Answered on August 20, 2013
You have several choices depending on the company holding the funds.
Unless it is a Roth IRA-income taxes will be due when the money is...
Archived
How do I trace a number?
Joseph's answer
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Answered on August 20, 2013
Private investigator might be able to help.
Archived
How do I locate my deceased moms will & estate, if I do not know her attorneys name or accountants. Also, how do I prevent long
Joseph's answer
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Answered on August 20, 2013
You can talk to her friends, neighbors, pastors etc.
You can advertise in the local bar association
for a loss will.
You can do a extensive ...
Archived
How can I make a will?
Joseph's answer
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Answered on August 20, 2013
The best way is to have an estate planning attorney draft it for you.
The attorney will ask you the questions necessary to satisfy
your needs and...
Archived
My dad has withdrawn his savings account (large amount) in the form of a cashier's check. a 5 figure amount. id his presence re
Joseph's answer
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Answered on August 20, 2013
His presence will not be required.
However-he should talk to his tax advisor about a possible gift tax return.
Archived
My sister recently passed without will. Our Mother is still living. Do the assets go to Mother, or must probate begin?
Joseph's answer
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Answered on August 20, 2013
The retirement account will pass without probate if the beneficiary is living.
The rest of the accounts will pass as explained from the CA attorneys.
Archived
My daughter recieved CD's and an annuity from my aunt they are saying she needs
Joseph's answer
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Answered on August 20, 2013
You are her natural guardians but receiving money from an estate would require a guardian appointed for her finances.
That could also be you but...
Archived
I have power of attorney my mother has lived in my house rent free for 10 years and my name is on her bank accounts
Joseph's answer
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Answered on August 20, 2013
Is your mother competent?
Is the account "or" which means either of you own 100%?
A power of attorney is to be used for the benefit of the person...
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