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• 1. T

     New marriage in Calif do existing retirement accounts become community property?

     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?

     • tingtong
     • Thread
     • Sep 21, 2021
     • Replies: 8
     • Forum: Divorce, Separation & Annulment
  2. T

     CA PoA blocked the date petition is filed for temporary conservator?

     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...

     • tingtong
     • Thread
     • Jan 1, 2020
     • Replies: 7
     • Forum: Probate and Personal Representatives
  3. T

     CA deadline to submit a will to county clerk?

     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...

     • tingtong
     • Thread
     • Dec 6, 2019
     • Replies: 10
     • Forum: Probate and Personal Representatives