My friend was never accepted by the family, always pushed aside. Do we have to sign off on the agreement for it to be final? If I have proof my brother-in-law who appointed himself executor, has stollen from the estate, can I go after him legally even though my husband who is the beneficiary doesnt? My question would be, what process can I initiate to prevent the Judge from giving away the money intended for me to distant relatives? Truth is, if a corrupt executor/power of attorney/trustee/personal representative hires a corrupt elder law attorney, they can legally squeeze every last cent out of the intended inheritance and get away with leaving nothing for anyone else. We have not assisted her as she has aged but we remained close loving relatives through phone calls and visits when we were in town. My brother stole 8,000,000 in Gold coins from our mother while I was caring for her in Florida, she filed a police report but they seem to not care about the theft. He had already taken his wallet with the bank card while he was in the hospital two weeks prior. The average heir may experience sticker shock when hearing how much they may have to pay to fight for their inheritance. My fathers attorney has tried his best to make me look bad and is succeeding. A good place to start may be contacting a legal professional. Shed asked me to move in to stay there but w/ conditions that reduced my life to homelessness yet again. She flew him to Oregon and then she pretty much made arrangements for his celebration of life and told my grandson it was $10,000 dollars. And I appreciate any information & the time spent for someone to respond. My parents realized the two of them were not to be trusted but never went back & changed the Estate Planning documents. My dad was a doctor and his so called family in another state cremated him when we have paperwork that he paid for his own casket and left money for us to give him a proper burial. These men went to their dad in what they thought were his final hours only to have this man have the oxygen cut off. Rather than focus on the bonds between each other, heirs are sometimes more focused on what they can do to increase their piece of the estate pie. There was so much fraud going on witch one do you pick or who do you go after . My mother along with my mother is cheating on me. Im sorry this is long hoping u can help in any way with any advice. This exact same thing just happen to my grandaughter on 7/19/2021. I moved home to MS. I have absolutely NO idea what to do or where to start?!!!? Her Mom passed so she became 1/2 the owner. So please make this clear for me that does my Ex,s sister is entitle to any thing ? I eventually came to find out several months ago that said family friends daughter, now 23, opened up multiple accounts and got loans in my fathers name! Never did it get me anything but the step brother who fought me got a order charging me 13,000. for the harassment of me requesting, my rights. I have learned thru discovery that my inheritance was stolen, transferred, gifted and spent by my siblings even before my father and mother died. I was named as executor and beneficiary on a will. His grandmother is still living and has sold him their house. . If the case . He did this without telling her. Very sad and confused about what had happened. In the middle of the year of 2021 my sister had a power of attorney and got another sister to join in this but will allow full control over their income and all of their actions due to the conditions that stands with both parents. She had dementia, so she made my sister power of attorney. I need help on what to do, FIND A LAWYER BUT GO TO THE ASSESSORS SECURE YOUR PROPERTY She eventually hurt herself and had to move into the nursing home. I have the case number an perfect file documents. Oh yes I forgot to mention at the beginning of this she would harass me leaving dead birds in my parking spot and brought back a box of nails and rusted fishing poles from what she took. He had a payee for years that save his money He married and she took over his check right before he passed. Im terrified of confrontation is why I havent tried for help sooner. Long story short is his wife called me from several states away from where I and my grandpa live. If your will requires your executor to disclose all details about estate expenses, assets, and financial transfers, it will be more difficult for an untrustworthy executor to hide misappropriation or theft. They did this by getting a lawyer that my sister was good friends with to get them situated and also too forced my parents to live with them for 6 months. Can I sue my brother for the return of the gold? She never even gave him one. They are baiting a friend of mine into changing her will and they are having or shall I say paying a psychiatrist to evaluate her and say she can change her will. But according to Ross, you can start this search the way you start any search for a service provider: online. Norhing legal drawn up. At this point, I have found out that the trust that was established in 1993, was terminated shortly after her death in 2011. Brought to you by The Hartford. Only thing I could find was his IRA account. The sister of her father decided to forge documents and have him cremated and his belongings sold or given away. As I began helping her, she began telling me on a more consistent basis that I was going to inherit what she had because she could see that I would be a good steward and manage the property and assets properly by conserving them and helping them to grow. I am a very close friend to a heir theft. They still have not called. So its been a year and her ad&d insurance paid someone $150,000.00 dollars. Please let me know what we can do. Is this separate from a trust? My lawyer gave up. All of fathers family(now ex wife and her adult children and their own families also live on corp property.) We have no idea of what to do because of course this is the first time seeing this and not knowing of how the law is. How can I view the will? Police told me to hire a lawyer that its his word against mine. So when check came she flew him up there and cost was $300.00 plus he owed her around $450.00 to $500.00 for his first flight there. I am 99% sure my sister is stealing from my dad and who knows she may even have convinced him to let her spend his money. To call me either, however I call asked if they recieved my forms or not and would like a status update!!? However, at the time several things had transpired. Sick of watching evil win. Our adversary legal system with 2 sides and their hired guns (accountants and lawyers, maybe even witnesses) fighting it out in court isnt working. The accounting should be in writing, and should provide supporting papers such as receipts or cancelled checks. My sister had poa over my mom. Self representing in LA County so basically I am David & Goliath in the digital world. Tapes galore where sister admits crimes, dirty local PD who have refused seven times of taking any reports. Now my father wants to give us the money well the wife found out how much is was and talked my father into not giving us the money We think she wants it. My parents could have benefitted from reading about safeguarding their assets from thieving heirs. I love my brother & sister Still! They are as old as she is. I thought it was a lil weird that I wasnt allowed at the will when it was read to everyone but I thought nothing of it because me & my dad werent speaking at the time. Now i see its really informal. They dont care I care for my 75 yr old Mom whose scared to call her other daughter so sad, she asked if she can sleep over their house so she didnt have to go to a shelter thry said no! In addition to the well-written estate plan and the careful choice of anyone who will be in control of your assets, there are several other actions you can take to protect your heirs from inheritance theft: 1. A settlement was made dividing the 80% amongst the 3 siblings who filed and the original sibling. I never asked him for money but her SIBS benefited from him He gave them money while he was alive Pathetic bunch. She did her best to continue my uncles business affairs but there was a lot to oversee and she wanted/needed to scale back her responsibilities. Put a disclosure requirement in your will. If you are writing a will, you want an attorney who is willing to remove the rose-colored glasses. 15 years ago she was permitted to move onto property owned by the corp. She took , stole all of his sons inheritance and gave it to her own son . I did not even know until the funeral one said meet your brothers son! Jan 20 2022 executor sent me a copy. Upon my uncles death, he had several business, business partners and heavily invested in different things. I called the County appraisers office and found out that my Dads youngest brother is the executor of the estate. I had not talked to my father in almost a year due to a disagreement. were do i start to get wats rightfully mine. He thought the document would hold up. It goes from very small to very big, Ross says. My sister fraudulently claimed for 11 days that she was named the executor of a will that supposedly my mother had left with instructions in a case of her passing. You should always consult a professional. Expensive furniture antiques gets rent $ from tenant happens to be his brother idk what they convinced my uncle into not getting reciept for tent or paying by check took his phone book, would never let me go in my Dads home locks got changed Bc I had my Dads keys had attic full of expensive stuff my brother in law is insecure had to always have better than any1 I dont want to keep going on Im sry its a lot to read I didnt proofread Sry so exhausting I know my Dad always said this goes to me when he passes 1/2 of everything is mine, most importantly asked me 1st to go through a big bag of his paperwork, go to vault & bank to sign somethings I never thought my Sister would hurt me Im to trusting NOMORE, I always help people Im a giving person, Im petrified knowing I cant survive on the $ I get from SSI its scarey living where I am. Now she wants me out. i believe my inheritance has been stolen and i was not even ben notified that my family was deceased. I have no clue where to look considering trusts are Not Public data. For each of these documents, you will need to consult a well-vetted estate attorney (see below for tips on finding an estate attorney) to make sure your wishes are legally binding. I dont understand why she keep his death from me and my brothers, Then she had him creamaty something he would of never wanted. How can I get his personal and medical records papers as his legal wife? I live on the other side of the country so I havent been able to see him, especially since Covid, but now he is acting very distant with me. She has kept the money from the bank account, but refuses to sign over her half of the house. Me and my 2 little sisters did not know where our nieces kept our own other when the will was changed in the remaining last 2 years of our own mothers life. You mentioned that legal fees for a trust can deplete trust assets. The 4 siblings who didnt sign on were invited and told they should be there to protect their interest. I feel that after she took off with all the assists the will should have been void. Im not finically able to pay a lot of fees, there are things that need to be done and Im very angry someone took advantage of her and left me holding the responsibility. Lawyers Serving Buffalo, NY.Make sure you speak with the attorney about any questions you have. My final decree of adoption is vested with the jurisdiction under the Uniform Adoption Act . How is this even possible? I really need a contingency lawyer to help. To my knowledge, that has not happened. To learn more about probate litigation, you can visit our website here. I didnt know it at the time that they were victims of home invasion, by the time I found. My father died ,passed ad wasnt anything i could say or do. Problem over. Thank you for sharing your experience, Carol. His last few months, other siblings pulled him from his home, basically unwilling. Uncle spread lies about my family to caregiver and dad saying we were greedy. You are entitled to information from the trustee but the best advice I can give you is start looking for attorneys that specialize in estate planning that offer a free consultation even if you cant afford an attorney call as many as you can and educate yourself time is of the essence. My father in law stopped talking to us about 3 years ago . malihe. She sold moms house and put all the money from the house sale into her sons bank account does she have the right to do that? Telling the whole clanideally at the same timewhat your plans are will make it more difficult for any one family member to try to circumvent your wishes later. We just found out about this and saw the will. My situation is different. Unless the will states otherwise the trustee has a fiduciary duty to protect the best interest of the beneficiary and trust assets. So all they do is rob me blind for everything i have worked hard to build. Bank, everything. My late fathers estate attorney just sent me a copy of my dads trust. It is not my first time to visit this website, i am visiting this web site daily and obtain pleasant information from here everyday. My problem is my husband is too generous with his sister and she has taken advantage of him financially before. My father was a victim of poor trust planning. I am inheriting from my father a lot of money and I am the only daughter that will be passed to. My parents got divorced and my father remarried so when my grandmother passed away my father took care of things. When my grandmother died I was named in her Will. He put his trust into financial advisors and I think they took advantage of him because he was getting dementia and he got older. Because he didnt mention her specifically in the will she was able to claim disinheritance and claim an elective share. For instance, imagine a parent who leaves most of his estate to a disabled child who cannot take care of herself. Not to mention this man had the oxygen removed 5 hrs before we got there. Aunt Thief refused and was upset that she told everyone in the family about the money. My cousin is the trustee over my grandfathers inheritance fund I believe he has been harassing me for more than 3 years now in hopes that I kill myself so that the funds will be deemed back to him and his family what do I do and who do I contact. So he just doing what hisfriend and client wants. I find this information very helpful. These supporting papers should match the information on the accounting that the executor or trustee provides. His dad only had him there in no other siblings or wife. No oversight ever done. Our father was really ill and before he passed he explicitly told me what to expect from my grandparents will (his parents). ym Right to an accounting.U. The lady who was in her 70s at the time had no children, no involved family, did several questionable business dealings. As for heirloom things, regardless of the will, I would hope those involved would consider sharing those, but legally, it depends on the wording of the will. And all my siblings who Our deceased their children would get money from their settlement now my uncle says that the property Purple Leaf property will not give me any money at all on the knees he found me I was on the death certificate because I had my aunt cremated because she didnt have a will or life insurance I had to state cremator and then had paid to have the ashes mailed to me Virginia, what can I do??? Im afraid that if my sibling really stole if that she will try to contest the new one. All this I never really knew or thought about until my husband said he thought my uncle used to try to tell ke how bad my grandfather was and would always say to syay away from him because he likely wanted my inheritance. My mother has been caretaking over her significant other now for 7 years no theyre not married my mother did everything by the book caring and taking care of all his needs bathing him everything right by caring for not her husband not my dad but was everything like a dad. He is a CPA and does audits for churches to see if they can build on.His dad was real bad with cancer 2 years before he died.When his dad died he wrote me a check for 20,000. and told me that was all we had.there was suppose to be money for me to pay off the house and car.I think he bought a business from Henry Wood in Minnesota doing audits .I need help to at least pay the house and car off.I get ss 1680.00 I barely get by.He should not have done that. In her weird mind that was enough. The Father bought property and built a home here in the northwest. He got sick in April and his friend knew but didnt call us. are there any laws about. 15 years lqter!??? Her second husband died at 54 2 months after buying a home and 1 year after buying a business ..no will so she got everything. After the eleventh day, I became suspicious because she would only produce a copy of a living will. She began giving me money. Anyway, I was an only living relative of an Aunt & Uncles living trust agreement, them living in Oklahoma and me in California. He either didnt know what he was doing or he didnt explain what he wanted to us. In the simplest terms,a trustis a financial agreement among three parties: the grantor, who creates and funds the trust; the beneficiary, who receives the assets from the trust; and the trustee, who has a fiduciary duty to responsibly manage the assets in the trust. I am determined to do what I can to recover the gifts that I never received. The only way to protect an estate from this kind of hijacking is to insist on loan documents whenever a large amount of money changes hands. Have friendn famuly n trusted attorney all fully know you n your wishes. Trust sibling manipulated me and then erased me. I think my uncle there son had something to do with it all. During the months he was supposedly under their care, bank accounts closed and opened new accounts under siblings. 247 Responses to "Protecting Yourself From Inheritance Theft", Crack the Code With This Brain Teaser Tour of U.S. States, Ideas for Multigenerational Day Trips and Getaways, Four Veggie-Packed Recipes that Celebrate Spring, 5 Clever Ways to Save On Food Costs Right Now, Brain Teasers: Dovetailed Words and Bulls-Eye Letter, Important Information About Third Party Resources. Not only will this give substantial proof that one is the rightful heir for ones inheritance but also be able to protect the departed loved ones wishes. My dad is dying. so I cant even say if this is what you mean but I feel I was ripped off couldnt even take days off because of my job and they were so far away anyway ..but thats were they hid everything from me!They were supposed to divide stuff, but that never happened either! fir himself & his two sons . She stepped in and robbed the family. The abuse I was subjected to was criminal. An untrustworthy executor is in a position where they could embezzle funds after your death. My grandmother left a will and my father is the trustee. Everyone around says to move on. Contingency fee arrangements are possible. is it possible that all the money would go to my uncle in good faith that he would pass my fathers share on? Dad dies 1989. He and caregiver then demanded power of attorney said was for emergency medical since dad in hospital. She has given them much money over the yearsthey shutting me out. I have nothing now and Thirty years later sends big brother to retrieve. I was told I could have a death certificate from a relative, I said ,Yes I would like one.Then everyone yelled , No! So, I didnt get the death certificate. EVERYTHING EVERYONE POST HAS HAPPENED TO ME AS WELL AND I FEEL YOULL PAIN AND LOSS. Hi my mom died on 6/13/2021. He claims parent want him to have and not the family. My dad told me he was a Government worker for 30 years at a Base and a WW2 & Korean war disabled veteran ,and that he was a millionaire because of good investments ,then he passed away . I grew up in government run group home because my school removed me from what they thought was an abusive situation instead of seeing my neurological issues along with adhd. They didnt want nthing but. or would the solicitor insist on sending my fathers share directly? Dont buy the book. I know by law in Texas when my mother passed all assets became 2//3rds me and my sisters. Dont take me wrong I was there too and after a year and a half of studying some things still dont make sense. In a per capita will, all inheritance would be split equally between the owners surviving beneficiaries. Trust violations all over that. Unfortunately my uncle passed away and when my grandmother ask her daughter in law (We will call her, Aunt Thief) for the money to pass it out to the family. Im going through very tough times and they keep bringing it up but only giving me half truths. I was defrauded by family and District Attorney and the judge of my probate will it was w25000 acres and 875 oil wells Isnt there some way to prosecute? Alice Were sorry to hear of your situation. Do you offer formal updating and maintenance services? And throw him out, evict him, if he is residing there. I just found out she had a brain tumor She died 2016. My brother is the trustee, and Im listed as a beneficiary of only 40 percent. Note: my brother was destitute at time of my fathers death and could have used all furnishings my father had. He also made us kids executors. I am a Filipino and living in USA as US citizens and we my brothers has an inheritance heir way back to our country Philippines and we decided for renting the property but my cousin also living here in USA which he was collecting money to our property rent that which we dont authorized him and has no rights to our privacy property legal. What what motive would a fiduciary have to manipulate an incapacitated ward to change her will? My wife & I had a trust in made for us in 2012, saying when one of us passed on the other has control of everything. Are the attorneys liable for my mother not giving me my inheritance? What can I do to prevent my husband to be taken advantage by his sister or anyone else for that matter? GO TO THE COURT AND ASK FOR GUARDIANSHIP/CANT TAKE CARE OF NEEDS AND ASSEST DO TO PHYSICAL CONDITION HAVE THE DOCTOR WRITE YOU A NOTE OF INCOMPETENCE. I am blind in one eye as well as face blind (Prosopagnosia) and have always had auditory discrimination & processing issues.. The other family of passed on brother all looked me with this odd smiley look I was beneficiary on one she on the other one. I had a copy that was not notarized, and she gave a lot of her things away and I got her to initial and date it as she did these things. Since also has sister that was never married & a brother that is married with kids . . Well she has sold the house and paid of what ever creditors and I want my house back or I want her accountable to me the rightful heir. My 3 brothers for when he pasted. They may get married as soon as Monday. My dads girlfriend isnt at all listed in the trust. Police would even take a report as he and his girlfriend carried out my belongings. According toJohn K. Ross IV, an estate planning and elder law attorney based in Texas, 90% of all contested probate cases are between a surviving spouse and the deceased spouses children., Of course, this is not the only way that someone other than the intended heir can get hold of an inheritance. She knew my father had 2 children and I met her several times. ( no other ) It mentions that I should pay someone $2000. We are a family of 6 siblings and since my mothers passing my sister has given away (to friends, family, and even grandchildren), donated, and sold my mothers belongings and divided the object and monies in a very unfair manner. its to overwhelming and before she dies she just wants to untangle the mess with her uncle. Such a plan includes a detailed will, a power of attorney, and trusts for your assets. Wow! Where is the support for something like this. I had to fight her on a motion that she gives back electronics and tools as they are not household goods. Under surviving spousal rights our family lost all things of value as well as sentimental items. it seems very strange. So, what happened to everything,I bever received anything besides my uncles wife saying ge had a couple papers and a pic of my sons his only namesake to be passed on.
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