Archived
What would the relevant facts be if we were to marry in regard to my collecting Spousal Benefit instead of my low Retirement Ben
Ruth's answer
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Answered on December 14, 2015
I suggest that you make an appointment with your local Social Security office. Present the facts, including SS#s. It might be wise to take your...
Archived
Can she disclaim/transfer her share directly to us? How? Which State (AZ or WI) would we need to hire Estate Atty?
Ruth's answer
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Answered on December 14, 2015
Preparing and filing a qualified disclaimer is technical and should be prepared by an AZ estate planning attorney. Your mother cannot specify who...
Archived
I was informed that the better trust should be a Non-statutory trust. Should I go that route or the statutory trust route?
Ruth's answer
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Answered on December 11, 2015
You should consult an estate planning attorney. We do not hav enough information to advise you. However, It depends on individual circumstances...
Archived
What can I do to get guardianship of him? How do I go about keeping him in my care for right now?
Ruth's answer
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Answered on December 11, 2015
consult with a local guardianship attorney ASAP. This is not a do it yourself project.
Archived
Can I access a block trust account in lad vegas do to what my kids need it holiday and it not a lot of money I'm on disability
Ruth's answer
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Answered on December 10, 2015
If an account is blocked, you cannot get money from the account.
Archived
How do we sign guardianship over from ine relative to another?
Ruth's answer
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Answered on December 10, 2015
a legal guardianship can only be given by the Court. Please consult a guardianship attorney where you live.
Archived
Does DPOA of person signing a trust any rights to info on that trust.
Ruth's answer
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Answered on December 10, 2015
A DPOA should not be present when a trust or will is signed. No one but the grantor of the trust, the witnesses and notary should be present. ...
Archived
Are the funds in a joint account (both owners have 100% equal rights) exempt from probate even if its not designated "JTWROS"
Ruth's answer
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Answered on December 10, 2015
It depends.....Many joint accounts between a parent and child were set up so that the child could pay bills. This type of account is a "convenience...
Shareholder in private S-Corp, how do i gift 5% to nephew? Having health issues. Put stock in Trust make nephew beneficiary?
Ruth's answer
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Answered on December 09, 2015
You need to review the by-laws and buy-sell agreement of the S-Corp for your answer. I suggest that you take those documents to a business or...
Archived
What can I do when a buyer's broker enters my home prior to closing?
Ruth's answer
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Answered on December 08, 2015
Why were you still living in the house a day before the closing? The buyer or his broker should walk through the house before closing to make sure...
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