The first question I would ask, is whether or not there is a named and designated beneficiary on the life insurance policy, who is still living. If...

The other answers are all correct. Prudence and the most accurate answer would require more facts and a one year wait. But where I practice,...

Who will get the property when my grandmother dies?

You'll find out when she dies. Right now she is sick. Maybe she will need her money for her care. The other attorneys are right though. If the...

No, you can not use the same Transfer by Affidavit option that worked for your mother's bank account because a bank account is different in nature...

How do I get MY bond?

If the bond was jointly owned as joint tenants, then by law, you do own it. But my advice is never just legal advice apart from human life, wisdom...

Is it possible that a settlement might be offered by my brother, for me to drop, or not contest, the will? Is this ever done?

Yes, settlements are common, but not required. Settlements usually reflect the facts and the underlying nature of the relationships involved. If...

As my fellow attorneys have said, yes, you can (and should) hold back at least what is needed. If you've been appointed by a Court, then you have...

Shall we cash them now or just sit tight ?

I'm an Elder Law attorney in MA. The bonds will be "countable" assets on her Mass Health Application because her name is on them. No one will...

How can I do this?

First of all, if it is you that wants to set up a Will, then you can't address someone else funeral wishes in your own Will. If it your partner who...

Final distribution 2 months early?

My view is that it's OK. The one year rule is to protect creditors. If the wife is willing to take on the personal risk that a late creditor...