Questions answered by Ivette M Santaella

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My brother passed away unexpectedly. The next day, his wife committed suicide.

Ivette's answer | Answered on August 18, 2014

Hello, So sorry for the losses in your family. Please note that in order to change the beneficiary of a life insurance policy it is necessary...

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If I signed at 20 yrs old a Durable Power of attorney for my parents to act as my agent, but my parents and the attorney

Ivette's answer | Answered on August 18, 2014

Hello, Please note that if you no longer want your parents to act as your agent you can revoke the power of attorney. The document should have...

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My mother is 92 and is currently living with my sister in Mi. She is becoming more of a handful then my sister can handle. She

Ivette's answer | Answered on August 18, 2014

Hello, It is recommended that you consult with a local attorney that specializes in elder law and estate planning issues to explore your...

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Senior life insurance with diabetes in new jersey. Most have denied it.

Ivette's answer | Answered on August 18, 2014

Hello, Based on your Dad's age and various health issues, it is highly unlikely that a life insurance company will give him a policy. You...

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Owner of life insurance policy with insured being another person

Ivette's answer | Answered on August 18, 2014

Hello, In addition, since your Mom was the last listed beneficiary, it would go to her estate. If she had a Will, then the provisions would...

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How can I protect my 34 yo totally blind daughter from 'friends' who exploit her for her money.

Ivette's answer | Answered on August 18, 2014

Hello, It is recommended that you consult with an attorney to explore options to obtain guardianship of your daughter so that you can protect...

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I am the executor of my parents estate which are both passed away.the bank accounts have been moved into a estate account.

Ivette's answer | Answered on August 18, 2014

Hello, As your Mom has passed and you and your sisters have inherited her home, if and when you and your sisters decide to sell, it will be...

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If I'm an heir and not notified of disbursements am I being left out due to I filed an unsecured claim?

Ivette's answer | Answered on August 18, 2014

Hello, Without seeing the Will, from your question it appears that you are not a beneficiary? Depending on Texas probate rules, the executor...

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Mom died without updating her revocable living trust when she switched banks. How can the new trustee access her account?

Ivette's answer | Answered on August 18, 2014

Hello, As the Successor Trustee the Certification of trust [a notarized synopsis of the trust evidencing your authority over the trust] should...

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'loving trust" co trustee diminished mentally

Ivette's answer | Answered on August 18, 2014

Hello, It appears that you are stating that the remaining co-trustee -- your Mom -- has Alzheimer's? If yes, then you should review the terms...

Ivette M Santaella's Answers (6836)

My brother passed away unexpectedly. The next day, his wife committed suicide.

If I signed at 20 yrs old a Durable Power of attorney for my parents to act as my agent, but my parents and the attorney

My mother is 92 and is currently living with my sister in Mi. She is becoming more of a handful then my sister can handle. She

Senior life insurance with diabetes in new jersey. Most have denied it.

Owner of life insurance policy with insured being another person

How can I protect my 34 yo totally blind daughter from 'friends' who exploit her for her money.

I am the executor of my parents estate which are both passed away.the bank accounts have been moved into a estate account.

If I'm an heir and not notified of disbursements am I being left out due to I filed an unsecured claim?

Mom died without updating her revocable living trust when she switched banks. How can the new trustee access her account?

'loving trust" co trustee diminished mentally