Carlsbad, CA
Estate planning Lawyer at Carlsbad, CA
Practice Areas: Estate Planning, Trusts, Wills & Living Wills
You can use a Power of Attorney to accomplish this. Just Google the California statutory power of attorney and follow all the instructions.
No! A Will must be signed in front of two adult non-interested witnesses. Notarizing does not do the job. It does not matter who filled in the...
If he deeds it to the trust, then he has effectively deeded it to you. It is BTW a very bad idea. Gifting it to you gives you (probably) a much...
Don't do it! It will give you a tax basis of the current value. If you inherit it instead then you will also inherit HER basis. If she has owned...
In order to disclaim, you just make a VERY CLEAR writing of exactly what you are giving up and it must be done within 9 months of the person's death.
Your sister does NOT get everything. You have to follow the instructions in the most recent, properly executed Will.
No, they don't need to be accepted. I am curious where that old PoA form came from. "Modern" ones (the state approved version) don't require it.
It doesn't matter where you were married, only where you lived. The time before marriage does not count for anything; only after marriage,...
This happens quite often. Look EVERYWHERE for any hint of a lawyer's name. You can check with her other banks and brokers to see if they have a...
The problem is that only your brother can you give you his Power of Attorney. It sounds like he no longer has that capacity. Without him being...
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