Archived
A fellow teacher is on her death bed......how can she assure tat her state pension or death benefit goes to her children ?
Lynn's answer
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Answered on September 20, 2015
The State Teacher's Retirement Fund has several parts, one of which may be willed to beneficiaries; the other part does not survive death. Your...
My husband had a stroke and is unable to file his taxes or handle his partnership and investment affairs.
Lynn's answer
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Answered on September 20, 2015
As a spouse you may file his tax returns using your durable power of attorney. If the stock issues dividends such as 1099-DIV those are included on...
Archived
"PROBATE QUESTION"
No official will and an estate worth under $150,000
Lynn's answer
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Answered on September 20, 2015
You and your brother may use the summary petition procedure for real estate valued at $150K or less. The probe referee in Riverside County will...
Archived
How do I protect my 91yr old mom's condo assets from creditors?
Lynn's answer
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Answered on September 20, 2015
I believe this is not an estate planning questions, but a debt question. You state that there is a judgment creditor, from whom you want...
Archived
Does a will keep a home out of probate if husband and wife are jointly named on deed example garry and debi not garry or debi
Lynn's answer
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Answered on September 19, 2015
If the property is located in California, there is a new deed available 01/01/2016 called a"transferrable upon death" deed, sometimes called a...
Archived
How can I get appointed as personal representative for my son's estate in which I plan on using the small estate procedure?
Lynn's answer
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Answered on September 18, 2015
Using the small estate procedure requires that all beneficiaries sign the form. Your ex-husband may be a beneficiary if your son had no issue nor...
Archived
In California if I settle my lifetime medical benefits do I have to give up my job.
Lynn's answer
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Answered on September 18, 2015
Cashing out your future medical benefits with the Worker's Compensation Insurance Company should have no effect on your current employment. The...
Archived
Where you able to claim a dependent without a ssn or itin number back in 2000?
Lynn's answer
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Answered on September 18, 2015
Tax year 2000 is a closed year, so it really does not matter. However you always need an SSN or ITIN to take a dependent on a tax return. Even...
Archived
Should i deny fault in the vehicle accident i was involved in if i know it wasn't my fault but the police report says otherwise?
Lynn's answer
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Answered on September 18, 2015
The police report is merely the opinion of one person, albeit one trained in accident investigation. If you believe you are right, I urge you to...
Archived
Can i claim my mother as dependent on 2015 taxes?
Lynn's answer
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Answered on September 16, 2015
Since the cost of housing and living in the Bay Area is well in excess of the amount earned by your mother, she will qualify as your dependent.
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