My aunt owns a home in San Francisco. I have power of attorney. I need to refinance it, what is the best way to do this?

First step is to make sure the lender or title company will approve the POA. I have clients who are having problems with POAs when the principal...

What additional forms do I have to file when I submit my Accounting for Probate besides Notice-Proposed Action?

The court may not accept the binder. LA is now scanning everything. Check with the clerk. Be sure to check the probate notes. If people entitled...

Can a great grandmother be held responsible for her great niece hospital bill if she signed a care-taker document.

You need to hire a litigator today and set aside the default. There is a time limit from when you found out about the case and when you file to...

Small estate affidavit.

Unless there is a bank account, investments, or something else that brings the decedent's estate above $150,000 gross, a Small Estate Affidavit is...

Can I exclude my mother from inheriting my brother's estate due to childhood abuse and over a decade long estrangement?

Mother and father will inherit unless you can disqualify them under California Probate Code 259 or some other statute or case law. Probate Code 259...

My mother promised me her house and I agreed to let her live there till death but nothing is in writing. I live in Calif.

Your mother needs to have an estate planning attorney help her. A hollywood mogul said: Oral agreements are not worth the paper they are written...

Where can I find attorney or para legal to review a legal document, Probate final distribution.

You should retain an attorney who regularly appears in the Los Angeles (if appropriate) probate court. That person will know how to check probate...

Probate I have sold my mother's home, for gross $360,000.00 net $339,366.00 the escrow co has send a 1099-S to IRS.

1. Unless the estate is over 5 million or has hard to value assets, you will not have to file an estate tax return. 2. Income taxes may be due on...

If he is on a 5350 hold, a temporary conservatorship is not far behind with an LPS conservatorship to follow. However, if the meds he is being...

Gifting money annually to a certificate of deposit

It should count as a present interest since the child could pull the money out, albeit, with a penalty.