Archived
Is the paragraph in a POA document that states financial records shall be given to the nearest relative enforceable?
Amelia's answer
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Answered on March 05, 2019
Yes, accounting provisions in a power of attorney are enforceable, but doing so would require getting the matter before a judge and might be...
Archived
Can my mother gift 14000 to myself and 14000 to my wife without any tax issues for anyone? Any paper trail required?
Amelia's answer
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Answered on March 05, 2019
In 2019, a person can gift $15000 per person without reporting the gift for tax purposes. That kind of gift can create problems down the road,...
Archived
My husband and I have a will together.But he has 2 homes with his name only on the deed.Will they be mine if he dies before me?
Amelia's answer
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Answered on March 05, 2019
If you are married at his death and he dies before you, these houses will go to the person named inhis last will and testament if he has one. If he...
Archived
A revocable trust only for life insurance policy?
Amelia's answer
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Answered on March 05, 2019
No. A revocable trust can be a wonderful estate planning tool to hold all kinds of assets from personal property like jewelry or household goods,...
Archived
When can the funds from the sale of my mother's house be given to the people who she wants to have the funds?
Amelia's answer
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Answered on March 05, 2019
First, it is important to be sure that your mother has enough money yo pay for her care in the nursing home. Medicare only pays for limited amount...
Archived
Can I legally enter my Fathers apartment?
Amelia's answer
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Answered on November 18, 2015
Your father has given you a key to his apartment. That conveys permission for you to enter and obtain the necessary information you are seeking in...
Archived
Can I sue my grandmother for my father's remains?
Amelia's answer
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Answered on November 18, 2015
Instead of suing for control of the remains, you should consider a family mediation. Look for a mediator who specializes in family mediation. ...
How does receiving a lump sum of 10K from an irrevocable trust set out in a will affect my rent in Section 8 housing?
Amelia's answer
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Answered on November 10, 2015
An inheritance is treated as an asset by HUD for Section 8. The HUD rules don't discuss inheritances received in the form of a trust and the rules...
Archived
Getting past stipulation in a will
Amelia's answer
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Answered on August 26, 2014
When parties inherit property as tenants in common with one another, usually one can file an action in court to petition the property, which means...
Archived
My mother [who was never married] would like to open a probate case for my stepfather. He had no children. Can she apply for PR
Amelia's answer
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Answered on August 26, 2014
You will need California specific advice because probate is very driven by state statute or code. Generally, the next of kin or a creditor opens...
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