Can my brother throw me out of my moms house because he wants to rent it to make up for money he cost the estate..?
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Answered on December 31, 2013
I agree that based on the facts you present your brother may be open to some charges but it is important to consult an elder law attorney.
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Buying a home and was wondering which one is best?
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Answered on December 11, 2013
The main difference is that when you both pass away that home can pass without the need for probate to your beneficiaries., Probate can cost your...
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How to protect our assets?
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Answered on November 21, 2013
First consider an appropriate level of insurance and proper maintenance and signage in order to avoid lawsuits.
Second, you can consider...
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Living Trust or Irrevocable trust?
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Answered on November 17, 2013
A living trust can be useful in allowing your trustee to make certain allocations from trust assets to allow for Medi-Cal planning in the event you...
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Fidelity 401k beneficiary designation
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Answered on November 03, 2013
Ca is a community property estate and I will assume that your 401K like most is a community asset. In that scenario you can not will away all of...
Can my mom put her house in mine and my sisters name, while she is still living?
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Answered on November 01, 2013
This is a more complicated issue than it may seem. If your mother wishes to have you and your sister be the beneficiary of her estate when she...
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I have a son 47 yrs old dieing of heart failure, never been married, who has the right to have him cremated ?
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Answered on October 04, 2013
This is a very difficult situation for everyone but if he is capable to memorialize his own wishes, then that is the best option.
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Could we do our own will/living trust be ourselves? If we wrote it all out in long hand, I understand that is acceptable in CA.
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Answered on September 15, 2013
A will and living trust are completely different documents and can not be confused.
The type of will you are inquiring about is called a...
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Both parents and one brother deceased. I am the elder son but no info from younger brother regarding estate settlement Any
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Answered on September 05, 2013
Prob C §16061.5 A trustee shall provide a true and complete copy of the terms of the irrevocable trust .. to each of the following,
(1) Any...
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My mother and I own a duplex we purchased as JTWROS. What taxes will apply when one of us dies?
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Answered on September 05, 2013
As mentioned before there is not likely to be a federal estate tax and no CA estate tax. There may be Income tax of course on the sale of the...