Will mistakes crossed out on a trust make it subject to problems with financial institutions in the future?
Ivette's answer
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Answered on April 05, 2022
Hello,
I agree with you, it is best to prepare an amendment that is signed and notarized. It may cause issues if the document is written all...
How do I appointment someone to take care of my affairs, just in case?
Ivette's answer
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Answered on April 05, 2022
Good question!
California has professional fiduciaries experience in managing estates. go to the following website for...
Can I make decisions on where my sister lives whom I am the ihss caregiver & guardian over? She moved in my home 09/2019?
Ivette's answer
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Answered on April 01, 2022
The Advanced Health care directive gives you authority to made medical decisions for your sister.
Unless there is language in the form that...
I’m sign as a power of attorney and was wondering how can I obtain copies of the documents
Ivette's answer
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Answered on March 28, 2022
If it is your power of attorney, then you should have a copy. If you are the agent, then contact the principal -- the person giving the power -...
Banking attorney questions below ?
Ivette's answer
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Answered on March 28, 2022
Depending on the language of the DPOA you should still be able to manage your assets.
Got a copy of a trust from the drafting attorney?
Ivette's answer
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Answered on March 01, 2022
If the attorney represents your stepmother, he will not give you a copy. You may want to express your concerns to her in writing and if they are...
What is legally accepted in Mex/Usa to handle ALL (med, financial, real estate, etc.) my father's affairs in both countries?
Ivette's answer
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Answered on February 23, 2022
Hello,
He can have an estate plan prepared in Mexico to address his property there and then other documents - health care, etc. - prepared in...
Transfer 50% share of Tenants in common real estate property into our revocable living trust? Any better ways to avoid Probate?
Ivette's answer
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Answered on February 23, 2022
Hello,
To keep your share out of probate, title it to your trust.
Can a husband will to his children half of his personal residence owned by his wife in California ?
Ivette's answer
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Answered on February 23, 2022
Hello,
If it is a community property asset, then upon your spouse's passing 1/2 of her interest goes to you so that you own a total of 75% of...
If my husband does not have a will or trust and he passes away, we live in Ca., does his wife get to keep the home ?
Ivette's answer
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Answered on February 23, 2022
Hello,
The results are different if the house is community property - owned by both of you - or separate property.
You will have some...
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