ADDITIONAL INFORMATION: My mom is the beneficiary of my grandma’s house and my daughter is the trustee of the trust of which the house is part of. My mom is telling my daughter that she is financially obligated to pay the house taxes out of her own money. I understood it as my daughter is obligated to make sure that the house taxes are paid but the money either comes from the trust or my mom.
ADDITIONAL INFORMATION: Hello, I am the oldest of 3 siblings. We provide all financial support to our elderly mother to pay her rent and other utilities (which my youngest sibling lives in too and makes use of.) My question is, is even though I pay for most of my mother’s expenses along with my other brother, my sister who lives off our mother, does not work nor contribute to anything. When our mother was in the
ADDITIONAL INFORMATION: My sister’s husband is handling my mother’s estate. We have a history and I do not fully trust him. I think they are already trying to scam me. I have no knowledge of this stuff. ANSWER BY MARGARET CROSS-BELIVEAU: The will can nominate anyone to serve as executor/personal representative. Blood relation is not required. You can object to the nomination provided you can show just cause as to why that person should not be
ADDITIONAL INFORMATION: My wife all of a sudden has gone from a slight Dementia problem to a major Dementia problem. This may have happened due to a fall that she recently took that caused her to have a concussion. I may have to put her into a Dementia care facility that will have a monthly fee to do so. What would I have to do to gain a Power of attorney over the checking account and
ADDITIONAL INFORMATION: My grandparents own their property and want me to have it as a result of them passing away. I thought they put my name on the deed but didn’t. I need to know how do i go about that. ANSWER BY MARGARET CROSS-BELIVEAU: Depending on what their goals are changing the deed might not be the best option. Adding you opens the property up to your creditors. It is a gift and results in
ADDITIONAL INFORMATION: Not sure if any additional legal forms are needed so when I die my son completely owns the property, we both jointly own now. ANSWER BY MARGARET CROSS-BELIVEAU: It depends on the type of tenancy that is stated in the deed. You either own it in joint tenancy or tenancy in common. If you own it as a joint tenant, upon the death of one of you, the surviving joint tenant becomes the sole
ADDITIONAL INFORMATION: My father had passed away in a number of years ago. Someone from the county in which he resided in contacted me in regards to a piece of property that was owed back taxes and was now getting ready to be auctioned off later this year unless we paid the back taxes and it would stay in the family trust. Problem is we had no idea there was a family trust or who the
ADDITIONAL INFORMATION: My father has been diagnosed with advanced dementia. He started seeing someone he met online. She has restricted access to him from his friends and family and controls his finances. She has moved him and changed his phone number. We don’t want to go to court to declare him incompetent as he’d never speak to us again. The concern is that she would manipulate my dad into signing away his assets as his memory
ADDITIONAL INFORMATION: My friends grandma passed away and him and his sister were taking care of her before she passed away. The uncle is the other person who was on the mortgage. The uncle is threatening to evict my friend. Does my friend have any rights to the house? He never signed any lease or any papers or documents. The uncle hasn’t served anything to my friend either. What are my friends options? ANSWER BY MARGARET
ADDITIONAL INFORMATION: In the Will it specifically states “In the even that the beneficiary (myself) has not reached the age of thirty (I am 33), then in such even I give, devise and bequeath the shares of my beneficiary to my trustee (my uncle)” Summed up the rest of that section says if im under the age of 30 my uncle has to sign over all the stuff when I hit 30 and then he can
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