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Leaving inheritance for my niece
sorry, did not see the reply right above mine- TrustUser
- Post #5
- Forum: Wills, Trusts and Estate Planning
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Leaving inheritance for my niece
can you make the trust the beneficiary of the ira ?- TrustUser
- Post #4
- Forum: Wills, Trusts and Estate Planning
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Unfairly being left out of Will by sibling (POA)
yes, a father could do that but i dont think this is the case, in this situation it at least sounds as if the father was happy to find his "lost" children and why was all this done when the father was in hospice ?? it is way beyond the point of being suspicious !! this is why i put in my...- TrustUser
- Post #16
- Forum: Wills, Trusts and Estate Planning
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Unfairly being left out of Will by sibling (POA)
it doesnt appear this way, to me. i think the father got duped by his son with the poa, because he was manipulated, due to the situation he is in (hospice) this is why i was wondering if a notary was involved ? and if so, whether notaries in his state have any responsibility to see that the...- TrustUser
- Post #11
- Forum: Wills, Trusts and Estate Planning
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Unfairly being left out of Will by sibling (POA)
what a shame people wait until the last minute to sign documents docs signed, while in hospice, are always gonna hold some sort of suspicion were any of these documents notarized ? or just simply witnessed ? in california, it is the job of the notary to see that the signer seems to be of...- TrustUser
- Post #7
- Forum: Wills, Trusts and Estate Planning
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Is my will able to be done and how much?
hi tm, i downloaded the colorado forms. i hereby withdraw most of my complaints. i might design it a bit differently. but overall, i dont have any major complaints. BECAUSE the living will clearly states the health care agent. and gives you the ability to check whether your health care...- TrustUser
- Post #23
- Forum: Wills, Trusts and Estate Planning
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Is my will able to be done and how much?
i dont say it diminishes it, but i see absolutely no advantage to it. i do see a disadvantage. one that you may not like, since you are a lawyer. i prepared all of my documents by myself it is fairly easy to do. what if i didnt know i needed both documents ? and just figured that whatever...- TrustUser
- Post #22
- Forum: Wills, Trusts and Estate Planning
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Is my will able to be done and how much?
in answer to your first question, that is a problem, for sure. but it has nothing to do with our current discussion. although i am not too sure that is gonna be a problem for a lot of people. personally, i have chosen family members (2 of my sisters) as my health care attorney and backup...- TrustUser
- Post #21
- Forum: Wills, Trusts and Estate Planning
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Is my will able to be done and how much?
i doubt if i could be convinced of that. i do not like a document that tells doctors what i want or dont want. but no one specified in that document to enforce those wishes. there are many things i dont like about california. this happens to be something that i do like better !!- TrustUser
- Post #18
- Forum: Wills, Trusts and Estate Planning
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Is my will able to be done and how much?
OP - i think you will definitely want to get both documents. each is important. in california, the 2 functions are simply combined into 1 document. so when someone says "health care directive" to me, i think of both functions and i think this is a much better way of doing it. apparently the...- TrustUser
- Post #16
- Forum: Wills, Trusts and Estate Planning
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Is my will able to be done and how much?
just a note - the health care attorney is named in the california health care directive - to me a better way of doing it - having all instructions in 1 document- TrustUser
- Post #8
- Forum: Wills, Trusts and Estate Planning
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Question about sub-trusts
first, susan can retire from the job as trustee - she is not forced to continue i have never liked the phrase "sub-trust", because it tends to infer that it is a subset of some other trust. the terms are spelled out by 1 trust document. if this document creates multiple trusts, then each...- TrustUser
- Post #3
- Forum: Wills, Trusts and Estate Planning
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Writing own will- Ohio
i dont know how much you use these specific pieces, and what they mean to you ---- but a real easy answer is to give these pieces to whomever NOW, while the both of you are still living. for many people, this kind of stuff has sentimental value, with very little use value. and could very...- TrustUser
- Post #14
- Forum: Wills, Trusts and Estate Planning
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Writing own will- Ohio
the way i wrote it, would work perfectly. it is very simple, straight-forward language. always delineate things, when possible. this is also true in trusts. it is not uncommon for parents to want to give some trinket of theirs to a particular child. and normally there is no argument. but...- TrustUser
- Post #10
- Forum: Wills, Trusts and Estate Planning
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Writing own will- Ohio
having a picture of it is great - any way to show that it is there but there would be no need for a new bequest. the will was always gonna stipulate "all jewelry". i think it is best to also delineate each individual piece of jewelry that has a special sort of value, different from the whole...- TrustUser
- Post #8
- Forum: Wills, Trusts and Estate Planning
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Writing own will- Ohio
i would like to urge you to be more specific about those particular items it is not that i disagree with the statement that "i give all my jewelry to my son" is unclear but things have a habit of "disappearing" what if all the jewelry in the house does not include that heirloom that you...- TrustUser
- Post #6
- Forum: Wills, Trusts and Estate Planning
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Writing own will- Ohio
just to reply about your possessions, and what i would do. i would be specific about items that are somewhat costly, or have a lot of sentimentality. so for example - i want my son to get all my jewelry. this includes my whatever (where you would describe it in better detail. or if it...- TrustUser
- Post #3
- Forum: Wills, Trusts and Estate Planning
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Can I as Trustee, evict deadbeat brother, and deduct rent, expenses, and attorneys fees from inheritance ?
i would think you would have quite a bit of clout, as the trustee it is your legal responsibility to live up to the instructions in the trust. and the trust gives you the power to forfeit someone's share, if they are not going along with those instructions- TrustUser
- Post #2
- Forum: Wills, Trusts and Estate Planning
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Trust U/W - Simple or Complex?
Depending on state law, the trustee may be required to make periodic reports to the court regarding the status of the trust for as long as the trust exists. it would be interesting to find out which states require mandatory contact with the probate court for testamentary trusts - that is a...- TrustUser
- Post #49
- Forum: Wills, Trusts and Estate Planning
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Trust U/W - Simple or Complex?
i only asked you, the op, the question the sarcasm was directed totally at zigner- TrustUser
- Post #47
- Forum: Wills, Trusts and Estate Planning
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