Archived
My wife and I are divorced. she recently died. We were married for 20 plus years. Am I intitled to half her 401k?
Ruth's answer
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Answered on July 01, 2013
Unless you were awarded a portion of the 401(k) in your judgment of divorce or she neglected to change her beneficiary designation on the 401(k),...
Is giving money to adult children before death considered inheritance or gift? If a gift do taxes need to be paid on the gift.
Ruth's answer
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Answered on July 01, 2013
Your brother will not be taxed on the gift. Your mother must file a gift tax return ("Form 709) for 2013 because the gift is over $14,000. She will...
Violation of power of attorney possibly kidnapping
Ruth's answer
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Answered on July 01, 2013
My advice is to contact an attorney ASAP and provide him or her with copies of the documents. I hope you had provided copies of the documents to...
Can a temporary guardian move children out of state without permission?
Ruth's answer
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Answered on July 01, 2013
I assume that this is a court aurthorized guardianship. In most states (I do not practice in Indiana), someone would need permission from the...
Archived
I am trying to find out what I need to do to contest a will
Ruth's answer
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Answered on July 01, 2013
There is a time limit to contest a Will, so please contact an Alabama probate attorney ASAP so that you do not miss the deadlne.
Archived
Revocable Trust Accounting. Mother died on May 31st of 2011. When should we receive annual accounting reports?
Ruth's answer
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Answered on July 01, 2013
A trust's fiscal year is generally a calendar year. Annual accountings should be due after December 31st of each year and if a trust income tax...
Archived
There is a trust made in my name by a family member. I would like to see the trust document yet the settlor won't show it.
Ruth's answer
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Answered on July 01, 2013
You will not find a copy of the trust on a government site or in the county where the trust was made. If the settlor is alive, as your question...
Archived
If someone states that they will pay you $250.00 in an email cause you were a winner, are you guaranteed the money?
Ruth's answer
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Answered on June 28, 2013
It may be a scam - be careful!!! Do not provide SS# or bank account information. Report it to the Better Business Bureau - it's probably not worth...
Archived
I signed a purchase agreement for a used auto at dealers and next day I learned that credit union
won't fund me, now what?
Ruth's answer
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Answered on June 28, 2013
The dealership should assist you in finding a lender who will provide a loan. Or, you may need to find someone who will co-sign for you.
Archived
How difficult is it to get a person with Alzheimer's declared incompetent? How far back retroactively can it be done?
Ruth's answer
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Answered on June 28, 2013
You should consult an elder law attorney about elder abuse (stealing, etc.) Also, consider applying for guardianship. Discuss this with the...
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