Q: If a dad and daughter own a home together as joint tenants and the father dies, is it necessary to remove his name from the deed? If yes, w…
Q: I have talked to my parents about estate planning. My dad is ready but my mom doesn’t want any part of it. Can my dad do this on his own? W…
I was recently talking with a banker about estate planning. At some point in the conversation, she started telling me about some of the things…
Q: We recently transferred our home into our trust. Do we need to refile for our real estate tax exemptions or do they transfer with the deed?
Q: In an estate, there is a judge watching over the executor. Who watches over a trustee if there is a trust?
This is another of those "you never know so you had better be prepared columns." Just thought I’d warn you before you get too into it.
By using a trust, you put a responsible person between a beneficiary with questionable decision skills and a pile of money.
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Q: Is it true that funeral instructions aren’t included in the will anymore? Why did they change that? How do you leave binding funeral instru…
I was in the Lake County Recorder’s Office this week. I record a lot of deeds so I’m kind of a regular.
Q: I have power of attorney for my parents. How do I add it to their bank accounts? Would it be better to be added on the account rather than …
I met with a nice gentleman a couple of weeks ago to discuss estate planning. At the end or our conversation, he said “I think I know the answ…
Q: Why is it better for married people to own real estate as husband and wife rather than as joint tenants with rights of survivorship. Aren’t…
Q: Although my will says that my wedding ring is to go to my daughter, I have changed my mind. If I give my ring to my granddaughter while I’m…
Q: I have been asked to be trustee of a friend’s trust. I’ve never done anything like this before. What will I have to do and is there anythin…
Q: I was named in a Power of Attorney and the principal has since moved away. How does he withdraw a Power of Attorney from 1,800 miles away?
Q: Since people move around so much these days, how portable are estate plans?
Q: After executing our wills, we had another child. Is it OK to write in the name of the new child or do we need to execute a new will?
I received another one of those calls this week. The adult child of a former client called to tell me that mom was in the hospital and that th…
Q: I want to give my son power of attorney but I don’t want him to be able to do things right now. What is the best way to do this?
Q: My mother keeps her will in a fireproof safe, but it had me thinking, do attorneys keep copies of the will? What happens if they stop pract…
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Q: I am listed as successor trustee of my parent’s trust after they pass away. Both of them are alive but can’t get around too well anymore an…
Q: While discussing estate planning with my parents, they told me that an attorney prepared a deed for them but told them not to record it yet…
Q: My family has owned a cabin on a lake in Michigan for years. Recently we started talking about keeping it in the family if something happen…
Q: I want to make my estate plan but I’m concerned that things with my family may change in the not-too-distant future. If things change, how …
Q: I am the POA for my mother. While reviewing her bank accounts, I found out that she doesn’t have any of the kids listed as payable on death…
Q: I want my life insurance to pay for my funeral. How do I do that?
Q: You wrote about personal representatives recently. What happens if you don’t have any family to be personal representative? Other than a fa…
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