Ellenville, NY Estate Planning Law Firms & Lawyers

With proper planning at least one third of your mother's assets can be preserved, possibly more. An attorney experienced in the area of Elder Law such as me will be able to assist you. Unfortunately it will be much more difficult if not impossible to protect her income unless she has a spouse living in the community.

You should have a written agreement with the other heirs about you advancing the funds to pay the taxes and their agreement to reimburse you from estate funds. However, I don't know enough about the estate to know if there are other issues of concern.

The answer depends on how title is held. If it is held as joint tenants with rights of survivorship, then your father's interest died with him and there is nothing else that would need to be done. Your uncle would presumably be the sole owner, at this point. If title was held as tenants in common, then probate would be necessary for your father and perhaps your mother's estate, as well. It probably makes sense to have an attorney review this entire situation with you.