Questions & Answers

Does a nursing home take a military pension and social security check?

Spouse receives military pension and social security retirement. He is physically disabled with dementia ANSWER BY MARGARET CROSS-BELIVEAU: I believe your question is: After Dad goes into a nursing home, will Mom have enough money to live? As your dad was a veteran, you should look into getting into a VA nursing home. It is my understanding that there is a long wait list but is free. If you dad goes into a regular nursing and

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How to get a deed transferred from a deceased spouse? and is it expensive? my mother is a disabled senior on a tight budget

My parents home was only in my father’s name. He passed away 7 years ago, leaving his estate to my mother, per his will. She continued to make the monthly mortgage payments and nobody every mentioned anything to her. Now, her mortgage has been transferred to a new loan company they’re saying she needs to get the deed put into her name. She’s struggling with money at this time and the people she keeps trying to

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Trying to find out if father left a will or had life insurance, but can’t get into his residence and don’t have passwords?

My father (who is divorced from my mother) lived in a different house with his girlfriend for a long time, but never legally wed. The girlfriend’s family gave me some electronic equipment (iphone/laptop) but don’t have the passwords to access it. The girlfriend’s family does not want us to review any “paperwork”, because my father and his girlfriend had joint investment accounts. My sister who once stayed in that house for family visits & is first

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Can I sell the home now that my grandmother passed, even though there is someone living there that took care of her?

I’m not interested in keeping the home. I have become the homeowner now that she had passed. ANSWER BY MARGARET CROSS-BELIVEAU: As long as you have title, you may sell the property.  However, if the caretaker refuses to leave, you will be forced to evict the caretaker. Follow us on Facebook Follow us on LinkedIn Legal Disclaimer: Please note that this answer does not constitute legal advice, and should not be relied on since each situation

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What do I do if my husband was expecting an inheritance from his mother and then he passed away?

My husband was expecting that an inheritance from his mother that passed away the previous year, but now my husband has passed away.  So what happens with that inheritance? Does it go to me? Does it go to my daughter? How does that work? ANSWER BY MARGARET CROSS-BELIVEAU: Ahh, the dreaded probate with a probate.  Your mother-in-law’s will might have a survivorship clause whereby the beneficiaries must survive her by a certain amount of time.  Typically,

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Property bought during marriage. My name is not on deed: Is it default TE or a TIC? How can my son (not his) inherit?

Spouse purchased property during our marriage but my name was not on the deed or mortgage.  The only thing I care about is that my son has a place to live if I’m not around, that he inherits half. I think that tenancy by entirety means spouse gets 100%, son 0%? Is that what the deed currently is by default?  Does a TIC allow my son to get 50%? Is there some way to make sure

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Does my mother, as an heir, have a right to sell land that belonged to her mother?

My grandmother died in 2016 and at the time she had a boyfriend living with her. Never married and never had a will. My grandmother has three children, two of which do not care what happens with the property. The boyfriend is still living there and we are wanting to sell the land. Legally, what are our options? My mom has the original deed to the property and paid property taxes for three years after she

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Property bought during marriage. My name is not on deed: Is it default TE or a TIC? How can my son (not his) inherit?

Spouse purchased property during our marriage but my name was not on the deed or mortgage. The only thing I care about is that my son has a place to live if I’m not around, that he inherits half. I think that tenancy by entirety means spouse gets 100%, son 0%? Is that what the deed currently is by default? Does a TIC allow my son to get 50%? Is there some way to make sure

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Will my children get my inheritance from my father if I die before him?

My father has a will. His will states when he passes, my two siblings and I will each get an equal share of his money. He does not mention anything about his grandchildren or what would happen if one of his children passes before he does. If I pass before my dad, when he passes will my share of the inheritance from him pass down to my children (my will states everything goes to my children)

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How do I find out if I was removed has beneficiary on my mother’s traditional IRA plan?

Did my sister remove me as a beneficiary from my mother’s traditional IRA plan in Florida right before my mom passed?  Sis had POA over mom that would make my sis primary beneficiary. ANSWER BY MARGARET CROSS-BELIVEAU: If you call the company that is holding the funds and it won’t speak with you, then you aren’t the beneficiary.  Your sister had a fiduciary duty to your mother to handle her assets in her best interest and

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