Archived
Can four non owner occupied residential RENTAL properties be left to my business partner in a Life Estate for estate planning?
Jocelyn's answer
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Answered on May 01, 2014
You may give your interest, both during your life and after you pass to anyone permitted under law. It may not be the best solution as there are...
Archived
My mother passed a year and a half ago,I have tried & tried to get my sister (who is the trustee and living in my mom's house)
Jocelyn's answer
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Answered on July 31, 2012
Hello. Do you have a copy of the Trust? To whom does the house go to? If you are to receive an interest in the house, does the Trust specify any...
Archived
Who Receives property?
Jocelyn's answer
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Answered on July 31, 2012
The laws of each state are different for intestate succession, eg. no Will having been made. You should check with a local attorney to see what...
Archived
Do I have legal rights to my mom truck?
Jocelyn's answer
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Answered on July 31, 2012
Hello. Your first step is to find the person that told you that you could keep the truck if you made the payments and see what has happened. It...
Archived
What do we need to do first?
Jocelyn's answer
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Answered on July 31, 2012
Hello. It sounds like your grandmother had a policy naming your mother as her beneficiary, that your mother survived your grandmother and that her...
Archived
If a house is inheritance but no family members want it-what happens to the house-are there options
Jocelyn's answer
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Answered on April 26, 2011
Is there a Will or other provision that names what should happen to the house and who should administer or oversee the distribution of assets? If...
Archived
My father died 20 yrs ago. And left me 17 portfolios in a trust that has government index fumds central bond funds etf's...
Jocelyn's answer
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Answered on April 26, 2011
Hello. I looked up Edgar filings. Here is some information about them: http://www.edgarfilings.com/EDGAR/glossary.aspx You may want to see what...
Archived
TRUST AND WILL
Jocelyn's answer
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Answered on April 25, 2011
I'm sorry to hear about your father. There are several issues here: Does your mother have the capacity to make a new durable power of attorney? ...
Archived
My mother passed a couple of weeks ago. She placed me on a joint savings account with me having rights of survivorship.
Jocelyn's answer
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Answered on November 10, 2010
I'm sorry to hear of your loss. Basically a joint account with right of survivorship becomes yours on the death of the other joint tenant. You...
Archived
I was married and had a son, and am now remarried. How can I be assured, in case I die first, that my son will inherit property
Jocelyn's answer
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Answered on October 20, 2010
The best thing to do is to go see an Estate Planning attorney in your state to help you figure out what property is yours and then to help you...
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