Planning Ahead

questions & answers

Question: Can I just leave my savings in a bank account for later use?

Read answer

Question: Will my beneficiaries’ inheritance be taxed?

Read answer

Question: How will my property be distributed upon my death?

Read answer

Question: Do I need a will?

Read answer

Question: What is a conservator?

Read answer

Question: Can I be barred from handling my own affairs for any reason?

Read answer

Question: What is a living will?

Read answer

Question: where can i get free or very low help in filling out a qualified domestic relations order (qdro)

Read answer

Question: I need info pertaining to my rights power of attorney for my father and how to keep ex-stepmother from getting his pension.

Read answer

Question: How does a disclaimer of rights of survivorship in jointly held property work?

Read answer

Question: Our living will was updated for the state of California; should it be updated for Arizona since this is our primary residence?

Read answer

Question: What makes a Will valid in the state of Arizona

Read answer

Question: Our living TRUST was updated for the state of California; should it be updated for Arizona since this is now our primary residence?

Read answer

Question: What are rules for Medicaid recipients with regard to the other spouses rights? I'm planning for if I would have to go to a Nursing Home.

Read answer

Question: My mother passed away. She does have a will and I was nominated as the executer and trustee. I am the sole beneficiary. She only has a bank account but when the account was setup nobody was on the account but her. no payable unpon death. What is required by the bank for me to access the account to begin paying for her expences? Her will did state that I shoud have immediate access without going through the courts.

Read answer

Question: What is the difference between a 'living will' and a 'last will and testament' type of will?

Read answer

Question: How do I begin to file probate if there is no will?

Read answer

Question: What is the law in Arizona regarding revocation of driver's license because of age, health, or mental condition for elderly persons?

Read answer

Question: When a person passes away are the outstanging debts,like credit cards passed on to their adult children?

Read answer

Question: My late husband suffered from Alzheimer's Disease when he borrowed money and signed documents that deeded his home to another person. That person refuses to return title of the home to my late husband's estate even though the loan was paid off in full. What are my rights?

Read answer

Question: Does the principal's signature on the Healthcare Directive and Power of Attorney need to be witnessed or noterized in Arizona?

Read answer

Question: When and how to contact a fiduciary.

Read answer

Question: How do I recieve my husbands retirement benefits if he is deceased and we were divorced before he dide?

Read answer

Question: If my 81-year-old husband predeceases me without a will, how is his estate settled? We have no children together, but he has three grown daughters. The bank accounts, house and car pass to me because we own them jointly with right of survivorship, but what about other property he owns by himself?

Read answer

Question: If there is a person named as the executor in a trust and the Trustee wants to change the executor; is the previous executor need to be present in order to make this revision to the trust? The previous executor is not reliable and cannot be trusted. Also this person would not agree to let the trust be changed.

Read answer

Question: If I were to leave my house to my youngest son in my will can my older son fight him on this and my younger son lose the house to him?

Read answer

Question: Can a person not a resident of Arizona be my guardian or conservator?

Read answer

Question: I have a Living Trust that has my daughter as the executor. I want to change it to have my granddaughter as the executor however the company that wrote up the trust says my daughter has to be present in order to change the trust. Is there a law that says she must be present?

Read answer

Question: Where can I get A template to revise my Living Trust & Power of Attorney?

Read answer

Question: I am alone in the whole world. It is just my senior dog, and I, who is a senior as well. How can I plan ahead, since I can not afford paying for a living will, and what is going to happen when I die being by myself? Thank you.

Read answer

Question: When a spouse passes away and has debt in his/her name only, like credit cards, and or contractual obligations for satellite services or cell phone service that charge fee for early termination, etc.- is the remaining spouse responsble for that debt and fulfilling contractual obligation?

Read answer

Question: When making a will what advantages are there to drafting a single verses joint will?

Read answer

Question: My Mother lived in and owned property in Sun City, AZ for about 30 yrs. She had two living children whom have had a rather toxic relationship. She had a living trust and her son is named Successor Trustee. In 2003 she suffered a small stroke and (while still mentally alert) she had a problem with her speaking ability. As a result, she retired as Trustee and named her son who divides his time between New Mexico and Alaska. Her son physically relocated her to New Mexico about 10 months before she passed in Feb. 2011. He had sold her property in AZ in Sept 2010 but moved all her personal belongings to his property in NM prior to that date. Her remains are interred in AZ. Which state would have jurisdiction if a probate proceeding is necessary? (i.e.- Say the Successor Trustee fails to act?)

Read answer

Question: my wife left my kids and i. i want to know my rights if my wife wants to move back in and tries to make me leave?

Read answer

Question: I live in a manufactured home on my daughers land. In lieu of space rent, I "sold" my trailer and car to her back in 2010. It is now jointly titled. When I die, I will only have household possessions, clothes, some jewerly. My entire possessions if sold at yard sale prices would probably net less than $2,000. Would my daughter have to do a Small Estate Affidafidt for my few earthly possessions? The cost of filing and hiring a lawyer would surpass the value. I may have to go on Medicaid as well- do they go after personal possessions (not property)? I would hate to have to cause such a burden for such few possessions. Thank you!

Read answer

Question: I would like to have assistance with filling out advance directives. Can you help?

Read answer

Question: My mom and stepdad have a trust that was set up by their insurance broker. I am the trustee and the trust states that all assets are to be sold and split equally between the 6 children. This is a blended family. Do they need a will in addition to the trust?

Read answer

Question: can a spouse sign over guardianship which to someone when he never got it legale through a court of law or two doctors

Read answer

Question: My mother is the guardian for my brother, who has Down's Syndrome. He is dependent on her for many of his needs. How can she plan ahead in terms of his care and guardianship? In other words, can she put that in her will or does she need to set something up in the courts? What happens if she does not? Kindly,

Read answer

Question: When my mother was living she put my sister's name on my decease fathers money and now she has passed. What should be done with the money my sister has. Shall if be divided among the siblings?

Read answer

Question: MY mother is currently on hospice for liver cancer she is 71 I have a little brother that is in prison serving 45 years he has only been in there 13 years me and him are my mother's beneficiary when that time comes the check will be in both of our name's how would go about cashing and putting his part up or possibly sending it to him?

Read answer

Question: If I already have a Durable POA, and need to change my address how do I do this on the original document?

Read answer

Question: Where can I find an online form for a Power of Attorney that I can print?

Read answer

Question: Hi, my kids and I I live and take care of my mom and dad and I make sure my father gets to his appts, takes pills etc, and my moms on hospice and i am both the medical power of attorney for them. I am the youngest of 8 and I fear that is something happens to my parents and their home is under my dad and brother that comes around every cpl days for a bit then leaves. Is there or should I do something now before its too late in order for us not to be in the street after parents pass. I pay all the bills and property taxes and I dont want the place under my name I just dont want my brother to get mad cuz he drinks and gets dumb and threatens to kick us off his property for telling him not to drink here. Now us is myself and 3 daughters. we all take care of my parents.

Read answer

Question: what does the law say I must do if my wife dies during the night. we have a living will, power of attorney. donator list and we don't want heroic measures if there won't be s good out come. we want to be cremated (in paperwork) can I just drive her to the hospital etc?

Read answer

Question: I am a double lung transplant recipient and even though my doctor says that I cannot return to work, CIGNA looked at my hospital records and a panel cancelled my waiver for my Life Insurance premiums from my employer benefits. Can they do this? My life expectancy is short, about 5 years on average. My wife and I are on disability and they want a quarter of the premium to appeal their decisions. We are debt free don't want to acquire more debt to fight this. Can someone help?

Read answer

Question: If I remarry will spouse be responsible for my debt before we where married

Read answer

Question: I share a deed with right of survivorship with my adult child. She married and moved to another home. She and her new husband want to buy a new home with space for me to live and will deed my amount on current deed to a new deed with survivorship rights for my adult child. Am I able to still protect her against the Medicaid Recovery Program?

Read answer