Do I legally have to distribute a POD payment from CDs to siblings? Even if the will seems to have intent to distribute assets?
Barbara's answer
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Answered on March 14, 2018
Legally, no. The assets are yours. It's entirely up to you whether you choose to divide those funds with your siblings as a gesture of goodwill....
Archived
How do I get a copy of the will when it's not in Probate? I do have a certificate of my dad's death,also a beneficiary
Barbara's answer
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Answered on March 14, 2018
I've changed this question to "Probate" so you may get more answers. I'm not surprised you've been told not to bother stepmother and stepbrothers....
Archived
Our father died a month ago, rented a house for 20 years, only one on lease...woman living there won't allow us in?
Barbara's answer
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Answered on March 13, 2018
I'm moving this to probate so you may get more answers. It sounds as though the bank accounts and insurance are already taken care of, and that...
Can my brother gift his half of our inherited house to me without initiating a reassessment of property tax?
Barbara's answer
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Answered on March 13, 2018
Yes, your brother gifting his half of the house to you will cause a 50% reassessment. So, for example, if the house is being taxed on an assessed...
Archived
Can I do anything about an older sister in charge but is abusive towards me and shes in therapy?
Barbara's answer
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Answered on March 13, 2018
You should be grateful your sister is continuing to give you money from your mother's funds. As time goes on, she may not be able to do that if...
Archived
How do I as the beneficiary of my father's trust write a formal request to the trustee for the original trust
Barbara's answer
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Answered on March 13, 2018
As Mr. Rahn said, there is no formal format required. You just send a letter, stating your name, that DECEDENT was your father, and that you...
Do i need to pay back section 8 if I have received a settlement over 40,000?
Barbara's answer
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Answered on March 12, 2018
Ideally, you should have asked this question before receiving the check. The other attorney was incorrect when she said private attorneys don’t...
Archived
how much time do I have to move if sold
Barbara's answer
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Answered on March 12, 2018
The new owners are going to want to move in immediately upon buying the home. If there are other assets, you could ask the trustee for enough of an...
Can I be evicted for something someone ELSE in my family does??
Barbara's answer
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Answered on March 12, 2018
I’m so sorry for your situation. Yes, in most cases they can do this.
Kudos to you for trying to stand by your wife. But are you doing right by...
Archived
Considering an irrevocable trust to prevent Med-cal from putting a on my property at death. Is this this the best way to go?
Barbara's answer
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Answered on March 12, 2018
You don’t indicate your age or what services you’re receiving Medí-Cal You sound as though you are a relatively young person. Medí-Cal can only...