Archived
Have I done enought to protect myself from my grown stepchildren in the event my husband pre-deceases me?
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Answered on October 26, 2012
You have received some good information in the previous answers -- let me know if I can help since I am close by in Chattanooga or you prefer a...
Archived
If my name is on an estate as an heir do they legally have to contact me when my relatives pass?
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Answered on October 09, 2012
In Tennessee, there is a statutory requirement that each beneficiary under a Will and each heir at law of an Estate is to be given (by the Personal...
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Can stock/bonds monies be put in a trust or annu. for WWII vet spouse to use for financial aid in Asst Living Facility?
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Answered on August 15, 2012
I am also not sure about your question, so it would be better to talk by phone or set up an appointment to answer your questions and provide you...
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My father passed away on April 5, 2012. He didn't have a will or an estate. I'm trying to access his bank acct and can't
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Answered on July 03, 2012
There are several facts about the bank account that will need to be determined before a definitive answer can be provided -- was the bank account...
Archived
In Tennessee regarding the affidavit of inheritance, there is a section referring to a lein. In this section it asks about a
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Answered on July 03, 2012
Although Affidavits of Inheritance can be used in differfring situations, I believe you are referring to the Tennessee Department of Revenue, ...
Archived
My son who is in a level 1 facility lost medicaid because his social security increased
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Answered on May 12, 2012
Two suggestions -- (1) prepare a specialized irrevocable trust for some of his income so that he will once again meet the income limit eligibility...
Archived
Mother made xmas gift of $500 to her family totaling $7,000. Is this Medicaid exempt?
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Answered on April 28, 2012
Those transfers, less than 5 years ago, are not exempt for Medicaid purposes. The value of any transfer, to the extent that it is for "less than...
Archived
Per TN law is the executor and/or the estate responsible for the debt of the descendant?
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Answered on April 16, 2012
The Estate is responsible and liable, to the extent of its assets, but the Executor is not personally liable for the debts. The Executor, in a...
Archived
Is it possible for my brother's wife to take the house and land my mother left to the family?
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Answered on April 13, 2012
I agree that there is not enough information at this point to answer your question. When you meet with an attorney, it would be helpful if you had...
Do I need an lawyer to file a small estate affidavit?
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Answered on April 12, 2012
In Tennessee, there is no legal requirement that you must have a lawyer to file a Small Estates Affidavit or assist you with it. In most counties,...
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