Annual tax-free gift

The gift must be within the calendar year (January 1-December 31).

Home ownersship

If the house is owned as joint tenants with right of survivorship by your wife and her daugther then at your wife's death the house would pass...

Under Ohio probate laws, can medicaid take mother's home for services provided

If the house in son's name only with transfer on death to mother then they probably cannot put a medicaid lien on the property. If mother...

Transfer upon death for home and bank account

If the home and bank account were designated as transfer on death then they will pass to your son without probate. To transfer the house your son...

Guardianship of Mother who suffers from mental illness and not eating.

To establish a guardianship you will need to apply to the probate court in the county where she lives. As part of that application you will need...

Power of attorney and other options for managing an individuals finances

A court ordered guardianship would be one possibility. Another option to pursue would be for your brother to establish a trust and you would be...

Estate Executor

Legally your daughter that lives in New York can serve as executor. However under the rules of the Franklin County probate court she would need to...

I would suggest that you talk to an estate planning attorney to make sure that the assets pass to your son without any complications. There...

Executorship

Since there was no will you may be appointed as administrator of the estate. Your father will hae to wiave his right to serve. You should contact...

Inheritance tax WV and OH

Ohio does not have an inheritance tax. You will need to check WV law to see what taxes govern estates of WV deceased persons. She should also...