What type of documents would you recommend having prepared for someone who is diagnosed with young onset neurological disease?
Jeffrey's answer
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Answered on June 11, 2021
I would recommend an estate plan that looks to your future need for a lot of expensive medical care. You need to be set up that so, after 30...
Can someone with Durable POA, limited to property, file for a Elder Protective Order on behalf of elderly non-relative woman?
Jeffrey's answer
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Answered on June 09, 2021
You don't need a Power of Attorney to ask for the protective order for the elderly or disabled. Anyone can do it. Your courthouse will have a...
Will taxes have to be paid on an inherited pension?
Jeffrey's answer
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Answered on June 03, 2021
The money will be taxed to you as income.
You have ten years to take the money out, so that you can spread the taxable event of receiving the...
My 2 cousins plusauntie are the trustee of an revocable trust, they want to gift me and my husband (not beneficiaries of trust)
Jeffrey's answer
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Answered on May 29, 2021
Gifts are taxed to the gift giver. The trust should file a gift tax return.
Without the benefit of an attorney, can I complete a codicil to remove my daughter from my will?
Jeffrey's answer
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Answered on May 27, 2021
You can do it yourself but if you make a mistake then you won't get the result you want. Better off with an attorney.
My mom would like to quick claim her home to me (her daughter). It is currently in a living trust. Is this possible?
Jeffrey's answer
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Answered on May 26, 2021
Don’t gift away large assets!
This is all about your tax basis in the asset. The tax basis is the amount the IRS uses to figure out your profit...
Living trust?
Jeffrey's answer
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Answered on May 21, 2021
AVVO doesn't let us post our prices here, but you can expect to pay about 8 hours worth of their time.
I have POA for my Dad who has dementia. A family member has been there for 7 months not paying rent, how do I evict?
Jeffrey's answer
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Answered on May 21, 2021
Yes, you can evict (assuming dad owns the house).
Your local courthouse will have an Unlawful Detainer clinic to help you (probably).
If a husband and wife hold title as joint tenants, is there any way for the wife to transfer her interest to her children?
Jeffrey's answer
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Answered on May 20, 2021
The only way to do it would be to server the joint tenancy with a new deed. Then you would be free to leave or gift your half to anyone you like. ...
If I setup a lifetime trust (revocable) for my beneficiaries will I still be able to make changes until I am gone?
Jeffrey's answer
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Answered on May 19, 2021
You can pretty much set up a trust to do whatever you want it to.
You can make it revocable during your lifetime, becoming irrevocable upon your...
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