Questions answered by Ivette M Santaella

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Since the trust & 1st amendment were notorized & witnessed but the 2nd amdmnt. not notorized or witnessed IS the 2nd amndmntVoid

Ivette's answer | Answered on April 18, 2016

Hello, In order to be valid the amendment to the trust should be notarized.

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How can we both do this legally ....safely....and cost effective?

Ivette's answer | Answered on April 18, 2016

Hello, Contact the local county recorder's office for information on documents and costs associated with adding you to the deed. He may want...

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Friend in Germany needs proof of who he is.

Ivette's answer | Answered on April 18, 2016

Hello, The wife's estate needs to be probated so title can be transferred to him. It is recommended that he retain a FL probate...

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Can we sell the property without everyone agreeing

Ivette's answer | Answered on April 18, 2016

Hello, If title to the property is held as tenants in common you can. If it is held as joint tenants, you cannot. Check title to the house.

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Would we be able to file to become his Guardian or POA and get the help he needs even though that are still married?

Ivette's answer | Answered on April 18, 2016

Hello, You may need to petition to become your Dad's adult guardian since he no longer has the capacity to have a DPOA drafted. It is...

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Does he need to include a statement consenting to the informal estate administration & does it need to be notarized?

Ivette's answer | Answered on April 18, 2016

Hello, Since she passed intestate and wants to be the personal representative, your husband will be sent a form from the court asking for his...

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Beneficiary was not speaking to parents and is in will and will not respond to inheritance, forms, calls and signatures.

Ivette's answer | Answered on April 18, 2016

Hello, Document his efforts in trying to contact one of the beneficiaries and hold the assets and continue the distribution to the other...

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Will there be another stepup of basis when property transfers out of SNT to remaindermen ?

Ivette's answer | Answered on April 18, 2016

Hello, The step up in basis is available to joint owners of real property. Upon the passing of the first owner the basis increases as of the...

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What number can I call for u.s. savings bond to find a possible lost bond account?

Ivette's answer | Answered on April 18, 2016

Hello, You can also get the information off of the website. I have attachéd a link below.

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My father passed away recently and left a bank account with me as POD almost $50,000. Do I pay taxes on this and the effects?

Ivette's answer | Answered on April 18, 2016

Hello, You will have to report the $50k to Medicaid and SSDI and it may impact your benefits. You may be able to disclaim -- not take the money...

Ivette M Santaella's Answers (6836)

Since the trust & 1st amendment were notorized & witnessed but the 2nd amdmnt. not notorized or witnessed IS the 2nd amndmntVoid

How can we both do this legally ....safely....and cost effective?

Friend in Germany needs proof of who he is.

Can we sell the property without everyone agreeing

Would we be able to file to become his Guardian or POA and get the help he needs even though that are still married?

Does he need to include a statement consenting to the informal estate administration & does it need to be notarized?

Beneficiary was not speaking to parents and is in will and will not respond to inheritance, forms, calls and signatures.

Will there be another stepup of basis when property transfers out of SNT to remaindermen ?

What number can I call for u.s. savings bond to find a possible lost bond account?

My father passed away recently and left a bank account with me as POD almost $50,000. Do I pay taxes on this and the effects?