Life estate Question

My parents have a life estate set up for their home and cottage naming my brother and I remainder beneficiaries since Aug 2013. We are currently wondering if we remove my name from one estate and his name from the other estate, does that have consequences for the Medicaid look back dates, starting the 60 […]

Am I a victim of elder abuse?

I have been on disability for 22 years. My father told me I did not need to file my taxes. I filed my taxes this year because I have a six-year-old who I’ve never claimed and I claimed myself and her, And my father would like me to amend my tax return. He has tried […]

What Is Required For A Will to Be Legally Binding And Enforceable?

What Makes a Will Legally Binding and Enforceable? For all the stories about great ideas or works of literature starting out as notes scribbled on a napkin, it is not advisable you do the same for your last will and testament. Making your last wishes known requires deliberation, preparation, and a final document of indisputable […]

Do I have to go through probate to sell my deceased mom’s mobile home ?

I am trying to sell her home and was told by the realtor that I had to go through probate. I am in her will ANSWER BY MARGARET CROSS-BELIVEAU: The realtor is correct. A will doesn’t avoid probate, it just directs where the deceased’s assets are to go after death during the probate process. Follow […]

Can I get a mortgage if I own property with my two sisters?

My sisters and I own 16 acres in Pennsylvania that was willed to us by our grandfather. I am the majority owner holding 65%. I am currently living in a trailer on the property and pay 100% of the property taxes. The trailer is not in great shape and I am looking to purchase a […]

How do I change beneficiary?

My bank account is a living trust. and my only asset. It is under $70,000. I am the trustee. I have a corresponding will. How do I change beneficiaries? ANSWER BY MARGARET CROSS-BELIVEAU: You can amend your trust to change the beneficiaries of your trust. The trust only controls assets held by the trust. Normally […]

Can I force my adult son to change is last name?

My son hasn’t talked or bothered with me in many years. I have granddaughter 6 years old who doesn’t even know who I am.  He had another baby I never also met.  He has no respect and is not blood anymore. I like to have him change his last name to his wife’s name. I […]

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