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I have reason to believe my two sisters influenced my mother to change her will. She passed away last month. How do I find out?
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Answered on January 15, 2013
Talking about money being inherited is too often a touchy subject, even if nothing has been done wrong. We don't want to assume wrongdoing. ...
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If a sibling is in a house that a parent left her portion of the assests to her other children how can you get him out legally
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Answered on January 02, 2013
This happens often and is never a good thing. You first need to look at how all of your interests in your Parent's estate are held. Are they...
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Dad passed 7/1/11- Sister (Trustee)& I split 50/50 in Trust. She refuses to give me my 50%. Do I get bank statements in Calif?
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Answered on December 19, 2012
Unless you were too sweet and signed your rights away, you have a right to a full accounting. If the estate was probated one should be on file...
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Can the value of property in a living trust be used to pay the debts of the person who dies?
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Answered on December 19, 2012
Gone are the days when an estate had to be liquidated to cash, debts paid and the remaining cash (if any) distributed.
First, when your father...
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Can real property held in a Living Trust be transferred to a deceased beneficiary?
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Answered on December 18, 2012
You are really faced with a question of timing and how the trust terms are affected by that timing. First did the Beneficiary survive the Grantor...
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My mother married a man 20+ yrs her jr 2 months before she died, i wanted to file elder abuse undue influence
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Answered on December 05, 2012
Bert is correct. If it matters to you, you will need to step up to the plate and contest this guy's actions in Court. It hurts, but it will cost...
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IRA's and Medicaid
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Answered on November 19, 2012
Here in California an IRA "in distribution"(where RMDs are being taken) is not counted as an asset, but the RMDs are counted as income and unless...
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As beneficiaries of a living trust worth $390,000 from cash payouts of annuity accounts, must we pay taxes on the
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Answered on November 19, 2012
The good and the bad of annuities. Growth within the annuity is tax deferred. You do need to pay the taxes on the accumulated earnings -- just...
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My mother passed 4 years ago and we finally sold her property. She had a revokable living trust that names me as the trustee.
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Answered on November 19, 2012
You need to get a tax id number for the trust -- a pretty simple affair. Then you will need to open a bank account for the trust. There are a...
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"Can I sell my deceased fathers house while it is in probate?". I am the executer named in his will.
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Answered on November 13, 2012
Unless your father had a reverse mortgage the GarnSt. Germain Act prevents the mortgage from being called due. You need to open probate to list...