Additional Information: My mother currently owes back property tax for a few years and just found out that she can apply for a statutory exemption. My question is does the statutory exemption only cover the current year or can it be applied to the past years that she owes taxes for? ATTORNEY ANSWER: In some cases a Property Tax exemption that was not taken in a prior year can be obtained in the current year.  Even

Additional Information: I have a traditional 401(k), ROTH 401(k), ROTH IRA, a checking account, a savings account, a health savings account, and a taxable brokerage account.  I’m in my early 30s and my total of all these accounts is less than $1 million.  I believe I can designate a beneficiary for all of these accounts to avoid probate. But I don’t want to grant these accounts to beneficiaries outright.  For one, most of the beneficiaries (my

Additional Information: My great grandmother had Alzheimer’s for several years, but was of sound mind when she made her will. She gave POA to a family member. Her physical health began failing two months ago and she passed away last month. Today I received a letter informing me that, in her will, she had left me a considerable sum in an IRA account. It also informed me that the relative with the POA had cleaned out

Additional Information: According to the widow a will did exist but was torn up & a new will was never done prior to the husbands death.  Isn’t is a law that you have to record or register a will in your county seat?   I have been told that before.  The widow is withholding information from the children he had from a prior marriage. She claims everything is hers ..is that true? ATTORNEY ANSWER: There is

Additional Information: My ex is an alcoholic and died one. I believed he knows he does not have long to live, when he was given the package to leave the company, was he allowed to take all his 401K and Pension Fund out before retiring age? He was 47 when he died and it was 2 years after he left the company. Is he entitled to take all the funds and spend since he knows he

Additional Information: My mom and sister died within two days of each other. I am my mom’s representative and her will states that my sister or her estate was to receive a portion of her assets. My sister’s husband (the trustee) is willing to disclaim any proceeds but the insurance company wants a letter of testamentary to validate his right to do so. Since my sister’s estate was not probated what do I do now. My

Additional Information: Father died 1 year ago, will and small estate affidavit filed at that time.  Bank holds an equity line of credit on home,$70,000.  Estate worth less than $100,000.  Bank demands letter of office, obtained from probate.  Funds to pay for filing of probate by lawyer are in the bank ,we can not access the funds.  We can’t pay until we have access, we can’t access until we probate.  Catch 22,

Additional Information: I am receiving approximately $200,000 in inheritance with approx $100,000 in a personal residence. I would like to keep property as a rental income to help with my living expenses. Due to multiple sclerosis I have been on work disability for 15 years and need the disability income to live. How do I position my inheritance so that I do not put my disability income at risk? Is there some sort of trust that

Additional Information: We have my mother’s trust accounting & in the accounting there is major amount of money that can not be accounted for & he can not provide the proof of were the money went & for what it went for. Also 2 of her life insurance policies can not be accounted for either. We know they were pd to the trust because the insurance companies told us. But just like the money it just

Additional Information: I BELIEVE A FAMILY MEMBER HAD TWO WILLS AND I WAS IN ONE OF THEM, BUT THE ONE I WAS IN WAS NOT GIVEN TO THE COURTS AND EVERYTHING WAS LEFT TO THE OTHER PERSON. ATTORNEY ANSWER: The Last Will and Testament which was submitted to the Probate Court must be the last Will which was executed by the Testator. All prior Wills are revoked upon the signing of a new Will.  If you