Filing a petition for conservatorship of my autistic 17 year old daughter who will be 18 in 3 months.

In order to be the sole Conservator, you'll need to 'build a case' for the Judge who will decide. In filing your papers, you'll want the complete...

Is a widow responsible for balances on credit cards that her spouse opened in his name only without her knowledge?

I concur. Certainly community property states probably do hold that to be the case. However, that is not true in all 50 States. Depending on what...

What are the penalties for early withdrawal from a simple IRA

This is not really an Estate Planning question. You can begin withdrawals from your IRA @ Age 59 1/2. If you make a withdrawal before then, there...

If the properties are relatively equal in value that should be no problem. If not you can always agree to cash out both properties, then split the...

When life estate tennant sales her home do all parties sign the papers?can the check be made out to all parties?

The life tenant is not the owner of the property and therefore is not in a position to sell what he or she does not own. The remainder...

Affidavit of Heriship

Judith is correct. Get the original document and see that it's filed with the Court as soon as practical. Good Luck!

Do beneficiaries have a right to request past tax returns to prove wealth of deceased?

Have your attorney draft a letter reminding the Executor of his / her Fiduciary Duties under the law, and if you do not get a satisfactory...

What are the penalties an executor can face for not securing personal property, and property being removed?

An executor has a Fiduciary Duty to the beneficiaries of the Estate. He can retrieve the items or report them stolen and seek their return by...

As a future Irrevocable trust beneficiary, is the future trust benefits considered common property between my husband and I.

Your distributions under the Trusts are Sole & Separate Property UNLESS you deposit them into a Community Property account. Then they are...

What is the best way to handle an IRA when moving assets into an irrevocable trust. My father is 80 and needs to do this for VA.

This is a bit tricky to get it right. If your Dad is applying for VA Pension (also known as Aid & Assistance) he needs the help of an Attorney who...

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