Archived
Can I put my newborn baby on my Obamacare even though they’re currently on my unemployed partner’s Medi-Cal plan?
Ivette's answer
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Answered on July 30, 2014
Hello,
This is a question best answered by a Covered California health insurance agent who can review your entire situation. Please go to the...
Selected as the best answer
Archived
How can my mom change living trust?
Ivette's answer
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Answered on July 29, 2014
Hello,
So your sister is now the Trustee of your Mom's trust? Your Mom still controls her trust. You may want to consider talking with your...
Archived
As a beneficiary in a trust. I have asked for a copy of the will & trust twice and have been refused Must I wait for 60 days ?
Ivette's answer
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Answered on July 29, 2014
Hello,
Sorry for your loss. Since you are a beneficiary of the Will, when it is probated, you should be provided with notice and can get a copy...
Archived
When a living trust is amended, will the name and date of the living trust be changed?
Ivette's answer
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Answered on July 29, 2014
Hello,
The name of the trust is the same but with the added phrase, Restatement and date of amendment".
How do I find out if the living trust changed?
Ivette's answer
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Answered on July 29, 2014
Hello,
If you are a beneficiary of a trust established after your Dad's passing, then you would have a right to see it. If not, then you have...
Archived
What are the Successor Trustee's responsibilities to the beneficiaries of a irrevocable living trust?
Ivette's answer
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Answered on July 29, 2014
Hello,
In addition, are you the current trustee or a beneficiary? If you a beneficiary and are asking information from the trustee's attorney,...
Archived
Does a Wife have to sign Life Insurance policy for other Beneficiary to be named?
Ivette's answer
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Answered on July 29, 2014
Hello,
Generally the owner of the life insurance policy changes the beneficiary on her policy. The rules as to changing beneficiaries are made...
Archived
What kind of attorney do I need to obtain in order to get a guardianship and conservatorship on both parents?
Ivette's answer
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Answered on July 29, 2014
Hello,
Please note that an attorney who has experience handling guardianship -- for your parents. In AL, conservatorship is having someone...
Archived
Durable power
Ivette's answer
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Answered on July 29, 2014
Hello,
Yes, a durable power of attorney terminates when the principal -- person who gave the power to the agent -- passes.
Archived
If someone inherited life insurance and wants to give a relative a monetary gift, are they or you taxed?
Ivette's answer
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Answered on July 29, 2014
Hello,
You can gift up to $14,000 a year without being taxed. I have attached a link that explain gift tax exemptions for your review.
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