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    1. J

      Adding name to Deed

      In the state of Colorado I invested the 20% down payment for a home purchase with a personal loan to my daughter in December 2005. I intended to, but have not yet filed a Deed of trust matching the loan note that she signed. The note I used was a downloaded form that is supposedly valid in the...
    2. J

      2nd mortgage interest deductible?

      What is the name of your state?I am considering loaning my daughter 20% of her home loan for a down payment in Colorado. I would like to use a secured promissary note with a Deed of trust to protect my money. This will be an interest only term loan at the AFR rate. Will she be able to deduct...
    3. J

      deed and trust for 80/20 loan

      What is the name of your state?I want to loan my daughter the 20% downpayment on a house she is looking to buy in Colorado. I want to use a secured prommissary note and a Deed of Trust for my loan to protect my money. 1. Will most lenders accept a 2nd Deed on a property they are the...
    4. J

      Mortgage question

      I plan on "investing" in a house my daughter is going to buy in Colorado by providing a 20% downpayment for her loan. This would be $30,000 or more. We have agreed that I will share in the equity when the house is sold or refinanced. I am not concerned with her "handshake" part of the deal. I...
    5. J

      Maryland small estate probate?

      I am trying to help my 83 mother-in-law with her deceased husbands small estate probate in Maryland . She and and a elderly part time attorney were named administrator in her husbands will. The estate consists entirely of 60 shares in an Insurance company worth about $2600. The stock is in the...
    6. J

      Help with transfer agent

      Need some help on dealing with the transfer agent for my 83 year old mother-in-law that lives in Maryland. We tried to liquidate a 20 share certificate of Stratton Monthly dividend Fund(Originally Drexel Utility Shares and then Energy and Utility Shares). The Broker she took it to could find no...
    7. J

      "Deathbed" Will and Trust

      Wondering about a wife's Deathbed Will and Trust taken out in Idaho that gives away assests that been accumulated in a 20 year marriage without the knowledge of her husband. There was a prior older Will at an attorney's office, but it had not been signed. The Wife did not work or aquire her own...
    8. J

      Stock Probate necessary?

      State of Maryland I am helping my 83 old Mother-in-law after her husband died. He had a Will naming her and their attorney joint executors. He had no estate because of his alzheimer's, and the attorney was going to file a notice of this fact with the Court. (No probate) Recently she found...
    9. J

      Stock basis problem

      My 83 old Mother-in-law has 131 shares of stock worth $ 63 a share from her husband from the 50's and 60's. She has no record of the purchase prices. What will her tax liability be if we can not determine her basis? she only makes about $15,000 a year, 95% from social security. She lives in...
    10. J

      Money market beneficiary-Probate for Money?

      Wondering if the money in an online out of state Money market can go directly to the Money markets beneficaries without having to be included in the estate probate. The deceased lives in Maryland.
    11. J

      Will witnesses necessary in Idaho?

      I have a will in Idaho that is ready to be notarized but since I am retired and new to Idaho I have no witnesses. Will it be legal if I just have it notorized?

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