Archived
My last will written when I was married and now widowed. My successor beneficiaries would now be my primaries. Need new one?
Michael's answer
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Answered on September 02, 2014
You may want to consider a Living Trust Estate Plan - which includes a Pour-Over Will, Powers of Attorney for Health Care & Financial Management,...
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Archived
My mother has mental issues and won't get help, I'm trying to get power of attorney if possible
Michael's answer
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Answered on September 02, 2014
At this Stage it may be "too late" for DPOA. This is the kind of thing that should be set up in advance - not when the crisis arrives. I'd...
How can I get my father out of nursing home . My stepmother has DPOA.
Michael's answer
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Answered on September 02, 2014
As to switching DPOA he can do that anytime by signing a NEW one and Revoking the Old One.
Archived
A young mom with cancer & chemo brain was scammed to buy a mobile home. Now they wont let her out of the Lease to Own.What to do
Michael's answer
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Answered on September 02, 2014
It sounds like she received what she was buying. If she did not have mental capacity at the time, that might account for something. I'd recommend...
Archived
For 18 mos I have lived with my elder mother in Colorado rent free while assisting with her care. What are my tenant's rights?
Michael's answer
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Answered on September 02, 2014
I concur with my colleague. You are NOT a tenant and don't have any tenancy rights as such. You may need to write her a letter asking for your...
Archived
My tax preparer says I need the SSN's of trust beneficiaries, however some are estranged. What should I do?
Michael's answer
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Answered on September 02, 2014
When it comes to an opportunity for an Inheritance, most people are GLAD to provide whatever is need to get it. Write them or have the tax preparer...
Archived
Can a house that's in my Dads name be sold if its left to the kids in my MOMs will, even though she has not passed away?
Michael's answer
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Answered on September 02, 2014
Until your Mom passes away her Will is not 'active'. If you Dad decides to sell a house that is in his name alone, he has the legal right to do...
Archived
I received a home in a living trust, how do I transfer it into my name.
Michael's answer
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Answered on September 02, 2014
It's not for you to do. It's for the Successor Trustee to execute the Grant Deed to transfer ownership to you.
Archived
Administration rights and probate
Michael's answer
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Answered on September 02, 2014
I'm so sorry for the loss of your son. If all 3 on the deed were Joint Tenants, the survivor is the owner. However if they were NOT joint tenants...
Archived
Is the payout at death, of an annuity taxable by the beneficiaries if they are heirs?
Michael's answer
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Answered on September 02, 2014
My colleagues are correct. Depending on the Annuity payout there can be BOTH a taxable and non-taxable amount. This varies with the type of...
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