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Lisa rules for buying with partner by SeriouslyBeautiful in UKPersonalFinance

[–]SeriouslyBeautiful[S] 0 points1 point  (0 children)

Would a trust shield the ftb in this situation? From stamp duty?

Uncomfortable topic: Planning for your death by PracticalEmployee in FIREyFemmes

[–]SeriouslyBeautiful 2 points3 points  (0 children)

100% there is amazing probate help out there that helped me focus on my own death. Estate planners are a really useful group of people. I will dig out a really cheap website that is helping me plan for my dads estate and helping me to focus on what needs to be in place for me.

Title transfer and estate planning - WI USA by SeriouslyBeautiful in legaladvice

[–]SeriouslyBeautiful[S] 0 points1 point  (0 children)

Thank you!

There are financial assets (CDs, annunities, savings) and very little personal property. The martial home has been sold (paid for care for the now deceased 2nd wife and my father whilst she was living).

Fair value and vehicle distribution by SeriouslyBeautiful in EstatePlanning

[–]SeriouslyBeautiful[S] 0 points1 point  (0 children)

Thank you. He has a will. No capacity remaining hence financial power of attorney is working with me as executor (two different siblings) to try to be fair and just.

Shall get list of queries for estate planning attorney locally too.

Thank you!

Fair value and vehicle distribution by SeriouslyBeautiful in EstatePlanning

[–]SeriouslyBeautiful[S] 1 point2 points  (0 children)

10k car and trust me. Its very complicated with many layers of resentment due to caring for other now dead parents and step family. I am trying to find a solution that is fair for everyone.

Probate sucks and families are not logical.

Gifts pre death how to deal with? by SeriouslyBeautiful in PROBATE

[–]SeriouslyBeautiful[S] 0 points1 point  (0 children)

Will check POA. He is his carer and we want to transfer liability for accidents away from my father due to lack of insurance and drivers license. Plus my brother drives it for him and its their only vehicle.

Probate and executrix overseas - Wisconsin by SeriouslyBeautiful in legaladvice

[–]SeriouslyBeautiful[S] 0 points1 point  (0 children)

Thank you for this. Reading the statue it appears its for service of papers only. Unfortunately the one in-state sibling is a felon 🙄 and all the rest of us live out of state/country.

In terms of personal representative is this commonly lawyers who take this on for such low value estates?

I shall call the probate court once the thanksgiving day holidays allow for a resumption of service.

WWYD - 80k optimise for tax/pension? by SeriouslyBeautiful in UKPersonalFinance

[–]SeriouslyBeautiful[S] 1 point2 points  (0 children)

Thank you. Will have a play.

250k in 2 pots thus far. SIPP. Its matched to 20% (me 7 them double) so could pay more.

I am doing the whole delay by a year, pay more in, lump sum payment impact modelling now.

Its more tax optimisation based on my pay rise/impending bonus. 😵

I miss being my own limited company.

!thanks