Men who don’t understand poverty…what do I do to the company who won’t let me cash in stock to pay taxes as a custodian??
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Answered on February 14, 2025
Neither your question nor the arithmetic makes any sense. A conservative 4% dividend on $10 million would be $400,000 and the taxes would be more...
My father only has money in a checking and savings, what should the adult children set up for when he passes ?
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Answered on February 11, 2025
It depends on how big those accounts are and whether there is any chance he could end up on Medicaid. I always recommend a consultation with an...
2 years since my father died and my mother was/is his beneficiary. Why is Prudential refusing to release his stock to her?
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Answered on February 08, 2025
To add a bit of insight into the answer from my colleague Mr. Ertle, the financial firms must be exceedingly careful and handle these things "by...
Can I act as power of attorney for my husband who is a trustee in his mother's estate. How can a copy of the assets be obtained
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Answered on February 05, 2025
The only advice you need in this circumstance is to contact your own expert trust attorney to help you with this ticklish situation. You are not...
Can I type a letter of wishes for when I pass & have someone notarize it? Would it hold up in court. See below for information.
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Answered on February 03, 2025
It is understandable that no one wants to pay lawyers, but DIY estate planning almost always causes nightmares for loved ones. As to funeral...
Who is entitled to the assets after my mothers passing?
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Answered on January 31, 2025
It all depends on (a) the exact language in the deed, and (b) if either or both had Wills. The mortgage has nothing to do with ownership and...
Estranged father passed away years ago w/o a will. House is still in his name. I am next of kin. How can I get title?
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Answered on January 31, 2025
Ohio law provides an "estate plan" for those who do not have Wills. If he had no wife, his children are "next-of-kin" and will inherit his assets....
Do I get the car my mother left me?
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Answered on January 29, 2025
Notwithstanding the Will, a spouse has the right to claim the car, removing it from probate and from jurisdiction of the Will. It is the only way...
Are you required to notify siblings who will not inherit when submitting will to Ohio Probate Court?
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Answered on January 28, 2025
Yes. All "next-of-kin" are required to be notified. Since there are no parents living, and no children of he decedent, the siblings must be...
Transfer of executor of an estate?
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Answered on January 24, 2025
There is no simple form. If your uncle is willing to turn things over to you, you can jointly petition the court to allow you to replace your...