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Gagan, CPA

Gagan, CPA

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Gagan, CPA
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I have two questions. In Brooklyn, New York, is the assessor's parcel number just the lot and block numbers? If I want my transfer on death deed to go to both my wife and daughter, should I list them both in the primary beneficiaries section or should my wife be the primary and my daughter the alternate? What are the pros and cons of putting them both as primary?

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I would like to create a new trust for my mother. There have been no changes made in writing to the trust since 2014. I have called the original lawyer of the trust and she said that she would need a retainer of $5,000 and a written statement from my brother, who is the current trustee.

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My mom has Alzheimer's. My father was her proxy, but he passed suddenly in January. Now my brother has her medical proxy, which became effective after Dad's death. Mom and Dad have a trust set up, which puts her in charge, but she can’t handle banking, retirement, or other personal affairs anymore. We attempted to have her sign a POA, but when the notary asked if she knew why she was there, she said no, so the notary couldn’t proceed. What are our options?

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