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My mother died 6 months ago. I just received the will. I and my 2 brothers were named executers. #1 brother has a jtwros
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Answered on May 04, 2011
In some states, Mom's intent is key; did she INTEND this brokerage account would go to your brother or did she INTEND it to be divided between you...
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My father appointed my half-brother (his stepson) as power of attorney (they are both Jehovah's Witnesses) I am his only child.
Eliz's answer
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Answered on May 04, 2011
Dad's competency is key to being able to answer this. If you visit him and they don't, you should be the one in a position to speak to his ability...
My parents made my brother the executor on their will and has plans to keep most of money himself, what are my rights?
Eliz's answer
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Answered on May 04, 2011
You say "I have lived with them for the past 3 years & have taken care of them ". You need to see if they can address this issue now. Point out...
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Who is the rightful person to be the executrix
Eliz's answer
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Answered on May 04, 2011
If they were divorced, at least in California, she would be automatically excluded from the Will. If he named her after the divorce and she was...
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Can I contest a will if the deceased left nothing to her last brother and two closest nephews?
Eliz's answer
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Answered on May 04, 2011
Another aspect here is that each of us is entitled to leave our property to those we choose. There are a lot of reasons some are left out [they...
What are the pros and cons of putting the title of my car in a trust---or is that even necessary in California?
Eliz's answer
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Answered on May 04, 2011
I don't generally advise CA clients to put a car in a Trust just because it is so easy to transfer title with DMV. Everything else should fund the...
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If a power of attorney has disappeared and refuses to account for my money, what are the options?
Eliz's answer
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Answered on May 04, 2011
You are going to need an attorney to help you. She was acting as a fiduciary and has legal obligations to you, at least here in CA. You may have...
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I am 17, can I move out legally in the state of Michigan without emancipation?
Eliz's answer
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Answered on May 04, 2011
You are a minor, albeit a mature person with a job and place to life. You can file for emancipation if there is a compelling reason to do so but,...
How do I put a house into a family trust?
Eliz's answer
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Answered on May 04, 2011
In California, there are big issues with state benefits and long term care. If they can pay for their own care and are not concerned about...
Archived
Who is allowed to cash the check from a irrevocable life insurance trust? The grantor or trustee?
Eliz's answer
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Answered on May 04, 2011
On whose life is the life insurance here? How can you cash the check if it is your ILIT? The answers on the death of the insured are correct, it...
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