Archived
I found out last week that a piece of real estate that was left to me (40 years ago) was falsely taken from me, what can i do?
Barbara's answer
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Answered on August 03, 2016
Are you sure of your information? It's rather unusual for someone to leave property to a nine-year-old. In addition, there's a good chance that...
Archived
How can I see my dad's will if it is in probate.
Barbara's answer
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Answered on August 03, 2016
Your sister is required to give you and any other siblings a copy of the will. If she had the will changed, or title to any property changed, in...
Do I have the right to make medical decisions for my spouse who I am legally separated from in California?
Barbara's answer
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Answered on August 03, 2016
Who now has his power of attorney? When you became legally separated, any prior documents listing you as his agent would have become void, unless...
How does one set up a self-settled Special Needs Trust and is there a way for the beneficiary (me) to do it myself?
Barbara's answer
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Answered on August 03, 2016
You must live very frugally, if you're building up assets.
An ABLE account would be best. But for ABLE accounts, the age of onset of the...
Archived
How is or who pays the attorney in a conservator case? Is the attorney paid from the estate ?
Barbara's answer
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Answered on July 31, 2016
It's unusual that a court would appoint a conservator of the person but not of the estate. Is someone else conservator of the estate?
If not, you...
Can a spouse have a separate will when the married couple created an joint will? The joint will was established 20+ yrs ago.
Barbara's answer
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Answered on July 31, 2016
Your mother has every right to make her own estate planning documents. Doing that may or may not change things much, if their major assets are all...
Archived
Hi my Dad died in March from Liver Cancer & I want to know if I'm able to receive any of his personal items?
Barbara's answer
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Answered on July 30, 2016
You say you "went to collect" some of your father's belongings "soon after his service." There may have been a reason for your unseemly haste....
Archived
I am beneficiary of a irrevocable trust .
Im going to rehab
Barbara's answer
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Answered on July 30, 2016
If you're not comfortable with the power of attorney, insist that another one be drawn up that has fewer powers. For example, you could say that...
Archived
How can I transfer my mother's home in my name,without probate,or bank calling loan,or homeowners insurance canceling policy?
Barbara's answer
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Answered on July 30, 2016
The first thing is that YOU cannot transfer the home. If your mother still has mental capacity, she can transfer it to you one of the ways others...
Archived
Why does a $10,000 cash settlement not mean $10,000.
Barbara's answer
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Answered on July 30, 2016
Generally, you should not be getting cash from your husband's retirement account. The tax result of a withdrawal would be a problem. If you agreed...