Archived
If I am the executor of my father's estate and trust; can't I have access to all accounts he has acquired?
Ivette's answer
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Answered on May 26, 2016
Hello,
Even though you have been appointed executor of your Father's estate, the Credit Union has their own policies that must be followed if...
Archived
Can a spouse who's husband died intestate claim two properties in two counties under the year stay law?
Ivette's answer
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Answered on May 26, 2016
Hello,
Below is a link that explains the GA intestacy laws. If you have further questions, it is recommended that you consult with a local...
Archived
I would like is for my brother to replace all money withdrawn without her knowledge so her affairs will be in order.
Ivette's answer
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Answered on May 26, 2016
Hello,
Unfortunately, the time to prepare a trust and other estate planning documentation for your Mom is not feasible because she has...
Archived
Beneficiaries are notified if there are any changes in the trust, correct? i.e. incompetency process through the courts done.
Ivette's answer
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Answered on May 26, 2016
Hello,
Continue doing what you did -- being observant and keeping him honest.
Since your Mom is incapacitated he is the successor trustee of...
Archived
What are my moms options?
Ivette's answer
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Answered on May 26, 2016
Hello,
It is recommended that your Mom consult with an attorney to confirm that your step dad was incompetent when he gave his daughter the...
Archived
How can I find out if I'm in the will. I am her only living son.
Ivette's answer
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Answered on May 25, 2016
Hello,
Sorry for the passing of your Mother. If your uncle's have the Will and do not probate it within a reasonable time, then it is...
Archived
How can I get control of my money, without paying for my foster parents car repairs, when I never drove? Thanks for advice.
Ivette's answer
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Answered on May 25, 2016
Hello,
Please resubmit your question with more facts and information
Archived
Is there any type of trust or asset protection we can establish to protect this money from Medicaid?
Ivette's answer
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Answered on May 25, 2016
Hello,
It is recommended that you consult with an attorney experienced in Medicaid planning. Contact your local county bar association for...
Archived
Can five remaining siblings sell house with a majority rules? everyone is on the house title.
Ivette's answer
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Answered on May 25, 2016
Hello,
Have you tried negotiating with the one brother to have him buy your shares? If not an option, then consult an attorney to explore your...
Archived
Can a trustee hold distribution of money.
Ivette's answer
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Answered on May 25, 2016
Hello,
Depends on the terms of the trust. It is recommended that you consult with a local attorney to explore your options.
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