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Thanks for all the above replies.
I don't know if retirement accounts qualify as property but I do have rental properties so it looks like this would apply to them at least:
770.
(a) Separate property of a married person includes all of the following:
(1) All property owned by the person...
California. I'm retired and no longer contributing to my IRA or ROTH retirement accounts. If I now marry does any increase in value of those accounts from dividends and/or increase in stock value during the marriage become community property?
Are mutual funds treated the same way?
Thanks for your reply and kind words.
Anger has long passed. I think now I'm more in a state of disbelief by the bumbling of the affairs by sister and attorney.
While it may not have been an emergency to sell Mom's home her savings and income were so low a sale would ultimately be needed to...
Thanks for the replies.
Mom is dead already. The home title is in a Trust which is why, and this is me just guessing, the title company would require the signature of the trustee, Mom. Therefore my Power of Attorney would not work.
Once sister got conservatorship and attempted to sell the...
California
I had Power of Attorney financial for Mom. Mom could no longer remain in her home due to her dementia. Mom moved in with a sister. I contacted a realtor and arranged for the sale of Mom's home with it clearly stated the proceeds would go to Mom's savings account to help pay for her...
Thanks but I don't mind additional input even if not directly related to my original questions. It may give me a glimpse into what could come in the future.
Mom had some short term memory issues but was fully functional at the time she did the Will. Still driving, shopping, tidy home etc. She had good reasons, based on my siblings behavior, to have her Will written as it is.
*Ringo became the conservator later
FIRST. I have four (4) children...
What you say about a copy makes sense. I am now in contact with a probate lawyer and I'm giving in to the reality that I need to return sooner than later to retrieve the will. Thanks very much for the helpful advice.
Thanks.
The safe deposit box is in a different part of the state. I could try to give POA to one of my children but that sounds like a challenge while I'm in a different country.
The attorney who did the will, who is in a different CA county, has photocopies of the original signed will. Would...
The will definitely benefits me and one other sibling, we are the only beneficiaries. Other siblings, including the conservator, are named but are not beneficiaries.
California, Los Angeles County
There is a probate hearing 'Decedent's Estate' scheduled for late January 2020.
Mom had dementia and a sister of mine was awarded conservatorship. Sister and I are not on speaking terms.
I found out about Mom's death more than a month after the fact by chance. No...
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