Do I need to get a probate lawyer when my mom dies. She lives in California. She has 42,000 in assets. 8,000 of that is an IRA

Based on your facts, a full formal probate will not likely be required. However, it doesn't mean you won't need an attorney. With small estates,...

We have a Real Estate family partnership. For giving gifts to our children for Estate planning,what discount% we can use ?

You should have an appraisal done for both the value and the discounting. I often recommend having the appraisal done every other December so that...

Can you change the terms of a will by mutual agreement of beneficiaries, instead of litigating over original will?

You can settle pretty much anything out of court process; in fact, it is generally preferable to do so. However, you should make sure that...

How can I find out what my share of a living trust is . I do not have any information of who is in care fit

I am sorry for your loss. Who has gone through your mother's things? Is it possible that you are nominated as trustee? The first step is for...

HOW CAN WIDOW, OR HER ATTORNEY, DETERMINE CONTENTS (VALUE) OF ANNUITY OWNED BY TRUST & GET PAID MY SHARE, IF ANY?

As my colleagues noted, check and double check everything, and find out if he had an attorney. However, if still no luck, consider: Was there...

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Can 2 attn who sometimes work on a case together ,work also against each other on a trust case or is that a conflict of Interest

Typically, conflicts are CLIENT centered. For example, if adverse interests are present, did I represent husband and now I represent wife (or did...

Dad wants to claim me but I don't meet dependency test for taxes?

You and your dad should go through the 1040 instructions carefully together. Depending on where you live, where your support comes from, etc., it...

Is my wife considered a legal "child" of my parents as far as annual gifting goes? Can they also give her $14,000 /yr?

Other issues of note include the parent-child exclusion from reassessment for property tax purposes, and the formalities required to gift partial...

Uncle died in California funeral home is trying to make grandparents responsible . can they force them to pay .

No. Not unless they agreed to do so at some point. Ultimately, bodily remains are a public health concern; if no one wants to take financial...

My dad was put in a will. The creator of the will passed away. How long will it take for my dad to get notified.

Since he is a friend, he is not automatically notified unless actually named in the Will (or trust). There are a few things to be done at this...