Q: What do you think is the best way to title a bank account?
Q: If a will is handwritten and signed by the testator, does it still have to be witnessed to be valid?
Q: What steps can be put into place to ensure an adult child, who makes poor decisions, will be secure after the death of the parent? The main asset is life insurance.
Q: If a person has a living will, why do they need a living trust?
Q: Can I still make a $15,000 gift to each of my children without them having to pay any tax?
Q: If you own real estate in another state, should you have a will from that state? Are there any benefits to having a will from another state?
Q: As a common law couple, is there anything special that my spouse and I should do to make sure that we don’t have any issues upon one of our deaths?
Well folks, 2022 is a not-too-distant memory and 2023 is upon us. A new year brings new beginnings.
Q: How do you undo a transfer on death deed?
Q: While clearing out our parents' house we found statements for some stock in an insurance company. None of us knew that they had bought stock and we can’t find the stock certificates. How do we get them replaced and how do we sell them?
Q: When planning for pets, is there anything special that you need to do?
Q: When my grandmother passed away, the attorney published notice in a newspaper. The whole family became involved when they found out that the estate information was online. How can I avoid this? It seems like this sort of thing should be private and not open to everyone in the family.
Q: How do you report an inheritance on a tax return? Does the executor send you something or is it up to the heir?
Q: Over the years, I have gifted money to my son and didn’t make similar gifts to my other children. He was in need and I helped him out. I don’t expect him to pay me back but I feel like those gifts should somehow be accounted for in my estate plan. What can I do to even things out with the…
Q: We have three children and would like to name all of them executors in our wills. Can this be done?
Q: My husband and I each have children from previous marriages and one child together. Are stepchildren treated the same as other children in estate planning? Does it make any difference if they are adopted?
Q: I’m not close to my family and I don’t want them to get any of my estate. I thought that if I didn’t leave a will, they wouldn’t get anything, but your column says they might. How do I make sure none of my family gets my property?
Earlier this week, a buddy called me to ask a few questions about a relative who had recently passed away.
Q: Does Indiana recognize Totten Trusts?
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Household items are a great way to help increase your productivity in 2023.
Q: I know that warranty deeds are better than quitclaim deeds, but I’m not sure why. What are the actual differences between a warranty deed and a quitclaim deed?
Q: We recently attended a seminar on estate planning and trusts. One thing that we kept hearing was that you had to fund the trust for it to work. I’m not clear on what that even means. What do you have to do to fund the trust?
Q: If you don’t have a will, can the state take everything?
Q: My parents want to transfer their home to the children before they die. How would they do that and what are the pros and cons?
Q: We have a sibling that has battled a drug problem for many years. He’s doing better now but our parents still have concerns. What can they do to plan around his problems? They don’t want to disinherit him but worry what will happen to him if he inherits money.
Q: How long should probate take?
Q: I have been trying to transfer stock and they have asked me to provide them with a tax waiver. I looked online but can’t find out where I’m supposed to get it.
Q: What do you think is the best way to title a bank account?