Archived
Under what circumstances could a designated beneficiary on a mutual fund investment account be challenged?
Matthew's answer
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Answered on February 14, 2013
If the beneficiary was named before the divorce, you can challenge on the grounds that the spouse should be treated as having predeceased the...
Archived
I JUST MOVED TO A DIFFERENT STATE AND HAVE CHOSEN MY FIANCÉE TO BECOME MY REP PAYEE BUT HE IS A CONVICTED FELON
Matthew's answer
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Answered on February 14, 2013
A felon cannot be a representative payee if they have an outstanding warrant for one of the following offenses; Escape from Custody (offense code...
How do I put my deceased parent's house in my name ?
Matthew's answer
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Answered on February 14, 2013
Mr. Potter could not be more correct and to the point. A probate attorney can handle this for you, and the cost for an attorney will probably more...
Archived
Forced appraisal on house which is going through Probate in CA
Matthew's answer
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Answered on February 14, 2013
you should meet with the appraiser and talk about some of the issues with the home. In the end you may need to sell the home if you don't have the...
Archived
Collection on ex-husband's social security benefits - Massachusetts
Matthew's answer
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Answered on February 14, 2013
The others have given excellent advise. You can also look around for a local attorney to help you.
Archived
Estate Attorney said Dad wanted to make some minor changes to his will so attorney sent a new will. He said Dad & step-mom sat
Matthew's answer
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Answered on February 14, 2013
An attorney is absolutely essential in this type of case. I agree with the others
Archived
About removing my mothers executor of estate ,
Matthew's answer
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Answered on February 13, 2013
You would need to find out how the house was left to the niece. If the property transferred by her being named as a beneficiary, by trust,. or by a...
Archived
Can I go to prison for food stamp violation and can I renew drivers license without going to jail
Matthew's answer
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Answered on February 13, 2013
It is unlikely you will be charge at this point.
Archived
Can PA have client sign over all $ house car etc while spending down clients bank accounts to avoid probate and taxes ?
Matthew's answer
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Answered on February 13, 2013
If it is reasonably for the benefit of the mother, yes. However, in this case it looks like there was significant self dealing. If he was...
Archived
If I sign over my house and personal belongings to my son--Do I need a Will??
Matthew's answer
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Answered on February 13, 2013
You can transfer your property and belongings at your own discretion provided your property is not held jointly with your siblings. Your siblings...
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