Archived
What is the easiest way to change title on her properties into the irrevocable trust, once it is established?
Ivette's answer
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Answered on April 25, 2016
Hello,
You need an attorney experienced in Medi-Cal planning to prepare the Medi-Cal Irrevocable trust. There are different areas of the law...
Archived
Who is next of kin and who is to open the will.
Thanks
Ivette's answer
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Answered on April 25, 2016
Hello,
If your Dad had a Will, then it would name the executor to manage the distribution of assets from his estate.
I have attachéd a link...
Archived
Does this mean only what she still owns at the time of her death and not the sale of anything previously?
Ivette's answer
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Answered on April 25, 2016
Hello,
Anything in your Mom's name or estate at the time of her passing should be distributed at the time of her passing.
It is recommended...
Archived
How much would it cost to write up a will and there's another person sign on the house . does that matter
Ivette's answer
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Answered on April 25, 2016
Hello,
It is recommended that you refer your grandfather to an estate planning attorney to properly draft the Will and other relevant estate...
Archived
How much trouble can I get in for this?
Ivette's answer
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Answered on April 25, 2016
Hello,
You could get into trouble because your actions may be perceived as elder financial abuse.
It is recommended that you stop using her...
Archived
I want to know how do we go about obtaining the funds to assist in her funeral...and how will it get disbursed among us equally
Ivette's answer
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Answered on April 25, 2016
Hello,
I am sorry for the loss of your Mother. As to the 401(k) contact the administrator and advise them of your Mom's passing. They will...
Archived
Is there a way in getting a copy of this trust?
Ivette's answer
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Answered on April 25, 2016
Hello,
Your wife may want to consult with a local lawyer to explore her options. As a potential beneficiary, she has a right to a copy of the...
Archived
What can I do about my brother-in-law slandering me? He's also messing with my mail.
Ivette's answer
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Answered on April 25, 2016
Hello,
If possible, you need to move away from your brother in law and Mom for the peace of you and your daughter.
Not much you can do about...
Archived
Am I responsible for any taxes from funds sent to me .
Ivette's answer
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Answered on April 25, 2016
Hello,
Not enough information, but recommend you consult with your financial advisor.
Archived
What are the best financial options for my son's inherited account as someone living oversees permanently?
Ivette's answer
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Answered on April 25, 2016
Hello,
You would be better served consulting with a financial advisor with experience in international finance matters.
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