Archived
Insurance Policy left to a friend at death via a letter. Will stated that everything go the brother. Is the binding?
Charles's answer
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Answered on May 13, 2015
If the friend is a beneficiary of the insurance policy, then the proceeds of that policy go to him or her outside of probate. The Will distributes...
Archived
What happens with trust funds?
Charles's answer
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Answered on May 11, 2015
I agree with the other answers posted so far. I just want to elaborate on a couple points. First of all, your husband will likely be the one that...
Archived
Fathers caretaker changed her beneficiary amount while my father was incapacitated. Can I sue her for coercion and fraud?
Charles's answer
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Answered on May 08, 2015
As the executor or Personal Representative, you have the right to represent the estate in any action. You should talk to a probate litigator to...
Archived
If there is two family trust such as smith family trust who can remove from them?
Charles's answer
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Answered on May 07, 2015
Your question is very fact specific and without further information it is impossible to answer. You must go to an attorney who can review the...
Archived
If I have no income whatsoever, can the government/i.r.s. still tax/penalize me if I do not get a health care plan?
Charles's answer
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Answered on May 06, 2015
You should contact Healthy Michigan at http://www.michigan.gov/healthymiplan. If you have no income, the plans may be more affordable than you...
Archived
Should I liquidate her assets?
Charles's answer
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Answered on May 01, 2015
You have a difficult situation. If you sell her house, assuming you have the legal authority to do so, then you will be converting an exempt asset...
Archived
Can a joint tenancy with rights of survivorship be set up with a property that is part of a living trust?
Charles's answer
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Answered on April 25, 2015
I agree with the previous answers, but you ought to consider amending the current trust to set up separate trusts for the beneficiaries upon the...
Archived
Daughter killed in car accident. No insurance health or auto. What happens with medical bills?
Charles's answer
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Answered on April 21, 2015
I am very sorry about your daughter. You should probably meet with an estate planning or probate attorney to discuss the best way to handle this,...
Mom left me house & everything in her will; now I am wondering if Lady Bird Deed is better option to avoid probate?
Charles's answer
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Answered on April 20, 2015
A Ladybird deed is one way of avoiding probate and does have certain benefits as you have mentioned. However, sometimes there are more appropriate...
Archived
Father is competent and mother is not. Father does not have POA or conservator yet. Is there a way to get a trust for father?
Charles's answer
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Answered on April 15, 2015
Father can do his own estate planning. He can fund his trust with his assets and for the most part, jointly held assets as well. Real property,...
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