If I inherit a large amount of cash in a safe deposit box (about 300K), do I owe taxes on it?
Bernard's answer
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Answered on August 14, 2019
Whether you might owe taxes is a question you should direct to an attorney specializing in probate and estate or inheritance taxes. There are two...
Archived
Residents of colorado can we legally lady bird our condos to our children in colorado
?
Bernard's answer
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Answered on August 12, 2019
Seek the advice and counsel of an attorney specializing in estate planning before you take this action as you may destroy the step up in basis.
Archived
Can I inherit from my friend if I am my friend's power of attorney (financial and health)?
Bernard's answer
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Answered on August 12, 2019
What you were told is incorrect. As long as your friend has requisite capacity they can make out a legal will and make you a beneficiary.
Your...
Archived
I recently married my domestic partner. Must I re-do my will to replace "partner" with "spouse" if my bequests haven't changed?
Bernard's answer
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Answered on August 12, 2019
Since rights of a surviving spouse vary from those of a domestic partner from state to state it is a good idea to update your documents to reflect...
Archived
Our step father claims our mother has alzheimer and forbids us to see her without him present. can we do anything?
Bernard's answer
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Answered on August 08, 2019
Isolating a vulnerable senior is a potential sign of elder abuse. Please consider contacting the elder fraud division of the district attorney's...
Archived
My father quit deeded his home to me before his death in 2014? my brother is attempting to sue for ownership, what is the statue
Bernard's answer
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Answered on August 08, 2019
Your question requires the services of an attorney specializing in probate matters.
If my husband and I share all of our assets, can we do a joint will or do we need separate wills?
Bernard's answer
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Answered on August 08, 2019
You should not do a joint will. Engage the services of an attorney specializing in estate planning for assistance.
Archived
Who is responsible party on EIN application for deceased father’s trust
Bernard's answer
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Answered on August 08, 2019
The responsible party should be the currently acting trustee. Without reviewing the trust it is not possible to answer the second part of your...
Archived
How can I find out what was left to me after my parents passing and my brother is the excutive of the estate I own the property?
Bernard's answer
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Answered on December 01, 2016
Presently you have not provided enough facts on which to base any response.
Your best course of action is to seek advice from an attorney...
Archived
What can I do if I think the appointed executor of the will is a conflict of interest due to being step child and a lawyer
Bernard's answer
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Answered on December 01, 2016
I agree with all of my colleagues. No matter who is acting as executor, you can ask the court to examine any deeds you believe to be...
