In California, can a Durable Financial POA change IRA beneficiary designations?
First of all, Mom can change her own beneficiary designation, so that Dad is eliminated. But second, as your father's POA/Attorney-In-Fact, your...
Pasadena, CA
Elder law Lawyer at Pasadena, CA
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First of all, Mom can change her own beneficiary designation, so that Dad is eliminated. But second, as your father's POA/Attorney-In-Fact, your...
From the content of your question, it sounds like your primary concern is the financial management later for the children: so I am assuming that...
In my experience of reviewing documents, an Amendment by the Settler is more like a letter, has ambiguities, does not comply with the amendment...
Your post indicates that many ore-filing orocedural matters have been handled properly. That history is most likely in your UD Petition. So it...
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Are you thinking of filing for the Home Owner's exclusion?
There is a difference between "making a claim" on the inheritance itself and using the inherited sum as grist for other claims. You are smart to...
Don't do this without counsel familiar w/ MD Medicaid planning AND/OR why not have mom buy the house?
According to the information at last week's LACBA program "Collecting from the Dead": NO, the 1-pyear does NOT apply to the IRS or government...
Do you have a copy of the Will? Do you know what the deceased person owned? See a Probate Attorney and consider filing the Will for Probate (even...
No, the Drafting Attorney is not required to keep a hard copy of the Trust or Will or other estate planning documents, designed for disability or...