How can I get documentation proving that I am my father's sole beneficiary?
Jennifer's answer
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Answered on December 26, 2015
Look carefully at what the transfer agent - Compushare or a bank, is asking for. Then call them and explain. But be prepared that what they may...
How do i force her to give me an inventory of the estate and how she is spending the funds?
Can she pay any legal fees
Jennifer's answer
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Answered on December 18, 2015
Your sister is being silly as well as mean. But any court costs for compelling accounting (which you are perfectly legally entitled to) will come...
Archived
Recommend a strong probate (& probably litigation) attorney for Middlesex County (MA) who could easily handle this mess?
Jennifer's answer
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Answered on December 18, 2015
Your situation is ugly, all right. A lawyer can help you get what you are legally entitled to. But the fact that it has been more than a year and...
What does ET AL indicate on a property deed?
Jennifer's answer
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Answered on November 03, 2015
See an attorney. But be prepared to be disappointed. If the property was held jointly with your brother, and not with you, the survivor owns it. ...
Archived
I do know an executor is obligated to give a copy of a Trust to a beneficiary..is executor obligated to give copy if it's a Will
Jennifer's answer
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Answered on October 28, 2015
I'm sorry to hear of your mother's passing. If the will was probated, you would have been asked to sign documents saying that you approved the...
Archived
My father is turning 70 next month, refused to pay a lawyer for a legal will, instead wrote me a note, is that enough.
Jennifer's answer
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Answered on October 01, 2015
No. The note does nothing. See my article on DIY estate planning, linked below. You will be hiring a lawyer after he is gone.
Archived
Need to take preemptive action to thwart inevitable future estate challenge down the road. Considering transferring assets now.
Jennifer's answer
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Answered on September 28, 2015
Who acts in haste, repents at leisure. Good, fully funded trust planning can prevent fights down the road. A trustee has duties only to...
Archived
Is a joint bank account an asset that needs to go through probate when there is no right of survivorship on the account?
Jennifer's answer
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Answered on September 23, 2015
You have the power to withdraw the funds. But should you? You might want to talk to an attorney about who else might have an interest in the...
Archived
In MA are assets in a revocable trust counted for estate purposes?
Jennifer's answer
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Answered on September 23, 2015
Yes, assets in a revocable trust are counted for estate tax purposes in Massachusetts.
Archived
How do I go about getting an inheritance from a biological grandmother if I was adopted?
Jennifer's answer
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Answered on September 17, 2015
How did you find out? Take that information to an attorney.
