Do you have to list your full legal name on a will or a trust?
Joseph's answer
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Answered on September 12, 2012
I agree with attorney Frederick.
I usually like to use the name the client perfers
to use on the ownership of assets.
Archived
CAN I TERMINATE MY BUSINESS LEASE
Joseph's answer
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Answered on September 12, 2012
I agree with the other posted answers.
Early communication is always the best path
to a successful solution.
If you are not allowed to terminate...
Archived
My sister and I have Power of Attorney for our mother, who is in nursing home, and is not expected to live much longer. She owns
Joseph's answer
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Answered on September 12, 2012
It depends on if the POA gives the right to make gifts.
Also-you might consider gifting to the four of you instead of just one.
Gifting has an...
Can one-time monetary gift be given to a family member? And how much? What is the tax consequences?
Joseph's answer
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Answered on September 11, 2012
You can give $13,000 per year per person without reporting the gift to the IRS.
If you give more that $13,000 up to 5M-you can file a 709 gift tax...
Archived
My mother is deceased. The property was left to 5 of us. No one else is interested in the property and i live here.
Joseph's answer
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Answered on September 11, 2012
Hire an attorney-he/she will get your sister to sign documents declining to serve which will allow the attorney to petition for you to serve as...
Archived
As surviving relatives of my mother, we choose my brother as Administrator in a wrongful death suit; How can we change him?
Joseph's answer
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Answered on September 11, 2012
I assume that since you "choose him" that he was not named in a will.
Since the petition has not been filed-you should be able to withdraw
your...
Archived
My father passed away when i was young he worked in the union in new jersey. i was told that he gets a pension...
Joseph's answer
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Answered on September 11, 2012
Pensions have named beneficiares selected by your father-if not -any remaining proceeds of the pension would become part of his probate...
Archived
I am the trustee for my incapacited adult son's special needs trust and I filed a Chapter 7 petition. do i have to prove to the
Joseph's answer
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Answered on September 11, 2012
You will have to answer to the trustee if they question you or ask for information concerning other accounts.
I need to get a Power of Attorney for my mother (she has Alzheimers). Who can prepare it? Can a Notary do it?
Joseph's answer
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Answered on September 11, 2012
In addition to the posted answers-
I would recommend a Doctor's
opinion letter of her mental capacity-particularly
if you have someone in the...
Archived
Elder father-in law is ill and we need to determine steps/documents to prepare to care for him.
Joseph's answer
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Answered on September 11, 2012
The other documents to consider are Health Care Surrogate and Pre-need guardian documents.
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