Archived
Can we claim repair costs and travel expenses for deceased parents home to sell to settle estate to make sale better?
J.'s answer
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Answered on January 06, 2014
I agree. You need to make sure you keep an accounting of your expenses and submit it to the probate court. If you have an attorney helping you with...
Archived
Can a Last Will and Testament be just notarized to be legal and enforceable?
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Answered on January 06, 2014
I agree that there is likely good reason for your attorney to recommend revising the will. If you decide to do it yourself make sure you re-write...
Archived
How do u find out if my deseaced dad had life insurance and how do i claim his bank accounts?
J.'s answer
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Answered on January 06, 2014
Generally the easiest way to know whether your father had life insurance is to contact any financial advisors or insurance agents that may have...
Archived
Does a legal separation affect who is named as the beneficiary of retirement accounts?
J.'s answer
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Answered on January 06, 2014
Generally speaking, you can always name new beneficiaries of those accounts, however depending on the separation agreement, it may not avoid the...
Archived
What happens to an estate if the lawyer dealing with it dies?
J.'s answer
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Answered on January 06, 2014
I agree. I also would recommend trying to contact the lawyer's office if they worked with a firm or their heirs if it was a solo practitioner. If...
Archived
What type of Trust should I use to pass on my property and business to my son?
J.'s answer
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Answered on January 06, 2014
While I agree with the previous recommendations, this answer may depend largely on the nature of your business, its value, and your son's current...
Archived
I am my Fathers first and only natural child - My stepmother filed for divorce. after separated 1.5 yrs ago
Father Died
J.'s answer
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Answered on January 06, 2014
I agree, you need to consult a competent attorney as soon as possible. A couple more things to consider before you meet with the attorney- Did your...
Archived
Can the surviving spouse name a co-trustee, who then takes precedence over the original successor trustee after 2nd death?
J.'s answer
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Answered on January 06, 2014
This is a very interesting question. The answer really depends on how the trust was drafted. Often a trust plan for couples in a second marriage...
Archived
I wrote a will. I plan to have it notarized at the bank. Do I need to do anything else?
J.'s answer
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Answered on January 06, 2014
Wills do not need to be registered with the state, but it will need to be presented in a probate upon your passing. If you feel that the will you...
Archived
Can my sisters current Poa be trumped if my mother was taking aricept , the drug for dementia, before her trust was altered?
J.'s answer
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Answered on January 06, 2014
As before stated, your best chance for a challenge is based on grounds of undue influence or incapacity. As to the incapacity challenge, the mere...
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