Archived
Ex-wife is trying to refinance house that we are both borrowers on she states she will put me back on deed what are the conseque
Alan's answer
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Answered on March 02, 2018
What does the divorce decree state about the house?
How much do you trust your ex?
There are property tax consequences to this. The property may...
Archived
Are we required to pay federal taxes on an inherited home?
Alan's answer
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Answered on March 01, 2018
Your income tax basis in the property is the value that would have been put on the Federal Estate Tax return plus any permanent improvements you...
Archived
If I have separate stock portfolio property, can I have a family member manage my account to keep it separate?
Alan's answer
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Answered on March 01, 2018
You need to have an estate plan that names your spouse. Whether or not your spouse gets anything when you die does not matter, just that the spouse...
I didn't make it to small probate today do to bad weather conditions ?
Alan's answer
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Answered on February 28, 2018
The general rule in probate is that you appear to get a continuance and not appear when the matter is Recommended for Approval (RFA). Except for...
Archived
I’m part of a probate that is missing a large sum of money that I can prove should be there. What can I do?
Alan's answer
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Answered on February 26, 2018
If siste was put on the account, it was probably as joint tenant. If so, when father died, it became hers and would not be part of the...
Archived
DPOA for elderly parent can I do this?
Alan's answer
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Answered on February 26, 2018
Probably. It will depend on the wording of the POA.
Do you also have an Advance Health Care Directive?
If someone else has that, you and that...
How do I fill out a grant deed form to change my fathers home to his Revocable Living Trust?
Alan's answer
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Answered on February 25, 2018
I recommend your father retain an estate planning attorney to review his estate plan. It sounds like he got it from a trust mill or on line. I have...
Archived
Who can assist me in contesting a deed?
Alan's answer
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Answered on February 24, 2018
Hire a probate attorney who also does real estate litigation.
With the facts given, you have a cause of action to invalidate the deed and you may...
Archived
My mother passed with no Will. My step father sold the house they purchased together. Do I have any rights to the proceeds?
Alan's answer
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Answered on February 24, 2018
The house was probably In joint tenancy. Therefore, it became the survivor's the moment mother died.
It could have been in a trust, but that is...
Archived
How much will including witness declarations in my divorce response help to prove separate property received during marriage?
Alan's answer
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Answered on February 24, 2018
Be sure the witnesses use the right format "I am (describe who they are and how thy would know). If called upon to testify I would testify as...
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