Archived
Can a financial advisor go to an attorney that he works with and put a power of attorney paper work together .
Barbara's answer
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Answered on July 29, 2016
How wrong are your names? If they are close enough that you can prove you are the person referred to, they may work. It sounds like the financial...
Archived
How do my ex and I file taxes when sharing 50 50 custody of our son?
Barbara's answer
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Answered on July 29, 2016
Nastaran's answer is correct. But you can also agree between yourselves, and complete and submit IRS form 8332. You can agree for several years, or...
Archived
In a probate matter, can beneficiaries give power to the executor to enter into stipulations for them?
Barbara's answer
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Answered on July 29, 2016
The beneficiary is trying to have her cake and eat it too. She verbally says she agrees, so people can't accuse her of preventing the sale. But she...
Archived
Can I make a request for a restraining order on behalf of my 80 year old Mother in early stages of Alzheimer's?
Barbara's answer
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Answered on July 27, 2016
You should absolutely get an elder abuse restraining order. There is no filing fee for the order. Your mother would be listed at the petitioner....
Archived
Will i have a problem getting this Living trust transferred in to my name?
Barbara's answer
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Answered on July 24, 2016
Your question is not clear. As Christine said, if this is your father's trust, and he has died, it would probably be a good idea to meet with an...
Archived
Lump sum pension payout
Barbara's answer
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Answered on July 23, 2016
I agree with the others. It is CRUCIAL that you do not receive this payment. Set up an IRA with Schwab, Fidelity, or Vanguard and have the money...
Archived
How do I know if there is a tax lien on my record from 30 years ago from a previous divorce ?
Barbara's answer
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Answered on July 23, 2016
A lien would be against specific property. You could check that at the county recorder's office.
If the IRS or the FTB wants money from you, they...
Archived
Am I personally responsible for CA Franchise taxes when I am no longer operating my business?
Barbara's answer
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Answered on July 23, 2016
When you say "corporation", do you mean a C-corporation, or an LLC? Owners are often personally responsible for remitting payroll taxes and sales...
Archived
Does signing a Transfer on Death Deed giving my daughter my home take my home out of my living trust?
Barbara's answer
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Answered on July 16, 2016
I agree with Sally. Although the TOD deed would supersede the deed into the trust, there are no benefits to doing that, and many negatives.
Archived
What is the process to become "payee" for another? Also, what must I do for "probate conservatorship?"
Barbara's answer
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Answered on July 10, 2016
If the healthcare power, the durable power of attorney, and the trust are thorough enough, they would be sufficient to let you handle things, once...