If your husband's retirement account is a qualified retirement plan subject to ERISA (such as 401(k) plan), the plan administrator will require a...

What evidence of expenditure must be kept by a fiduciary.

The most common types of multiple-party accounts in state and federal banks, savings and loan associations, credit unions, and similar...

The court may conduct any hearing needed to settle the account, and may cite the personal representative to appear before it for examination. ...

I am in a short sale in California. Will I have to pay taxes(1099) on any amount from sale

Note that the most common situation when a short sale does not result in cancellation of debt income involves non-recourse loan. A non-recourse...

California Probate Code §§ 13100-13116 provide a procedure for collecting, receiving, or transferring personal property of a small estate by a...

HOA charges late fee for balance on condo account when dues are paid on time. Balance is for separate issue, unrelated to dues.

The issue is whether the "rush charge" is an "assessment" levied pursuant to the governing documents of the association. Regular and special...

Cal Rules of Court 3.724 prescribes the duty of the parties to "meet and confer in person or by telephone" no later than 30 calendar days before...

My mom is with hospice and i have power of attorney.

California Welf. & Inst. Code § 15600 et seq. governs abuse of elders and dependent adults. Elders are persons age 65 and above; dependent adults...

Witnessing of a Will

You only need two adult witnesses who should not receive assets under the will, whether or not you have the will notarized or have a self-proving...

Does a poa have to be signed by witnesses and/or notarized?

It appears that the POA was executed in Arizona, but not signed by witnesses or notarized there. Is that correct? Where is the house located? In...