When is the appropriate time to seek legal advice as my mother might be going into assisted living?

The time to consult an elder law attorney or estate planning attorney is now. Since Mom is in NJ, you will go by the NJ rules for qualification for...

I fear I will need an attorney after my mother dies. I don't know how to find out, or how to chose one.

If the life estate is in a deed or trust, you should be safe. People sue each other all the time - but that doesn't mean they will win. It does...

The trust will not have income until the policy is redeemed after your death. No 1041 will be due until that happens. Check with your accountant to...

I like to know what type & name of special trust account should I open ?

Please consult an estate planning attorney or elder care attorney to discuss special needs trusts and how they work. A Special Needs Trust has...

Should I change my life insurance policy to name a trust as beneficiary if I want a trust to disperse the proceeds of the policy

A trust does not have to be funded immediately and can be funded at death. If you set up a trust (do this with an attorney - not by yourself) and...

I used 9,000.00 of estate money while serving as the executor of my father's estate. this year we had job loss and I intend t

You will probably be charged with breach of fiduciary duties and possibly theft. Does the estate have an attorney? You need an attorney to advise...

EAch state has different charges. You may need to Petition the court to open a trust administration case in order to request an accounting. Please...

With an estate in probate (oh)how long does it take to transfer stocks from decedent to heirs vs selling stocks and dispersing

It does not take long, if done properly. 4 years is way too long. You need to complete forms for a transfer agent and if there were many stocks you...

What legal rights does a husband have in Westchester County, NY to make care decisions for a spouse in psychiatric facility?

If he has her medical power of attorney, he can make decisions. NY law probably gives him certain rights, also. He should consult an attorney and...

I have left my company to start my own business. The company is refusing to give me my 401k. I have already lost money.

Are you going to roll the retirement account into an IRA account? If so, have the new IRA trustee send a request for a rollover. Otherwise, send...