Archived
Can a beneficiary designation be challenged based on evidence that the designation was no longer decedent's intent?
Charles's answer
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Answered on April 25, 2013
No, only the actual owner of an account, or someone with power of attorney authorizing an action, can change a beneficiary while the account owner...
Archived
Trust Document and Will
Charles's answer
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Answered on April 25, 2013
Do you mean a safe deposit box owned by your parents or that the bank took the original documents and placed them in a separate vault of the bank...
Archived
Bank does not recognize simplied probate (estate less than 100k) in Thousand Oaks. They said I need letters of administration?
Charles's answer
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Answered on April 25, 2013
Are you using the correct document. You need to provide the bank with a 13100 affidavit. If you do that correctly, they shouldnt have an...
What would i need to refinance a property under a conservatorship in az
Charles's answer
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Answered on April 25, 2013
If your are a conservator/guardian, that means you spouse has been declared not to have competency. If that is the case, your spouse cant give you...
Archived
How do you keep your daughter's in-laws from benefiting what will be left for her in our will?
Charles's answer
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Answered on April 25, 2013
The other attorneys are correct. See an estate planning attorney and consider a trust to hold the interest for your daughter.
While inheritance...
My tax preparer from 2011 filed an extension for me without my permission or consent. What can I do?
Charles's answer
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Answered on April 25, 2013
Not sure what your issue is. Have you made clear to the preparer that you are no longer using them and you dont want them filing anything else on...
Archived
MY WIFE WAS LEFT A PROPERTY VIA A WILL WE DID NOT PROBATE WILL, BUT HAVE PAID TAXES ON PROPERTY SINCE 1996 WHEN THA INDIVIDUAL
Charles's answer
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Answered on April 25, 2013
Do you have the original Will? Did the person die in Texas? You should go into an attorney, probate or real estate and go over it with them. You...
Archived
Where do I go to get an affidavit stating that I am taking over the first postion after my sister relinquished her position?
Charles's answer
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Answered on April 25, 2013
Its not entirely clear, but I think you are asking how you take over as successor trustee. If so, the bank is requesting a formal document from...
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Archived
Mom died sept. 22, 2012. My sister was exuctor of estate, will not let me or my brother see the will. Will was not filed .
Charles's answer
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Answered on April 25, 2013
You are correct that you need an attorney. She has no right to force you to sell to her. Its very strange that she wont allow you to see the...
Archived
Can assets be sold to divide between siblings after both parents have died?
Charles's answer
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Answered on April 25, 2013
Probate will be necessary and the answer to your question on sale is yes.
Each child over 18 has equal priority to petition for probate to be...
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