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TAX CREDIT 2019
Q. I have claimed my mother as a dependent in the past for tax purposes. Are there any tax breaks left to help me with…
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MY MOM’S POWER OF ATTORNEY WAS PREPARED SOME YEARS AGO IN ANOTHER STATE. WHEN I TOOK A COPY TO HER LOCAL BANK IT WAS REFUSED. AMONG OTHER THINGS I WAS TOLD IT WAS OUTDATED. DOES MOM NEED TO HAVE A NEW ONE PREPARED?
It is always a good practice to have out-of-state legal documents reviewed when you establish a new domicile and it is not unusual for there…
VA BENEFITS
Q. I heard there are changes to the eligibility for VA pensions and other veterans’ needs based programs. What are the changes and when do…
I AM CONFUSED IS THERE MORE THAN ONE KIND OF PROBATE IN SOUTH CAROLINA.
No and yes. Probate is a court procedure by which a will is proved to be valid or invalid and then the terms of that…
RETIREMENT ASSETS
Q. Can I pass my retirement assets by will? A. Maybe, but are you sure you want to? If you are talking about a pension…
MISTAKES IN WILLS
Q. What mistakes should a person avoid when doing a will? A. I have chosen the five[i] following mistakes to avoid. NOT HAVING A WILL…
MEDICAID APPLICATION SELF HELP
Q. Should I complete a Medicaid application for my Mother on my own? A. It depends. Often relatives are able to fill out the forms…
FRAUDULENT TRANSFERS
Q. My mother has some fault in a small car accident. I’m concerned that she doesn’t have enough car insurance and think she should place…
PET TRUSTS
Q. I’ve been told I have a terminal condition and want to make arrangements for my pets. What can you tell me about pet trusts…
POWER OF ATTORNEY AFFIDAVITS
My father named my mother, then me as his attorney-in-facts in a financial power of attorney. Both my parents are now in care facilities and…