Archived
I. Inhearted along with my other two brothers, a cabin in the up of Michgan after my father passed away this year.
Marshal's answer
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Answered on July 16, 2015
No, your brothers themselves cannot sell without your consent if the property was left outright to all three of you. But they can petition the...
Archived
In estate planning is it normally a federal issue and not a state issue because the estate taxes have to be paid to the
Marshal's answer
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Answered on July 15, 2015
This is true In California and in certain other states (such as Florida) which no longer (or never did) have an estate tax. But certain states...
Archived
I am terminally ill. in my will can I put in that I give my husband 55% of my estate if he waives his
Marshal's answer
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Answered on July 14, 2015
Yes. You can leave any portion of your estate to your husband that you wish, subject to any conditions that don't violate public policy. These...
Archived
Medicaid planning using Life Estate...yes or no?
Marshal's answer
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Answered on July 14, 2015
The answer to your question is generally yes, although the transfer will disqualify you from receiving needs based benefits (such as Medicaid) for...
Archived
Can a beneficiary do whatever she pleases with the money? Even when a will is present, stating what my
Father requested..
Marshal's answer
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Answered on July 14, 2015
It sounds like you're asking about the executor (or personal representative) of a person's estate, not a beneficiary. A beneficiary receives the...
Archived
SUE suntrust bank trust dept.
Marshal's answer
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Answered on July 14, 2015
It sounds like you want to pursue a claim against the Trustee for mismanagement of trust funds. You complain about insufficient income and also...
Archived
If you die without a will is the house you and your wife own both on deed consider your estate?
Marshal's answer
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Answered on July 14, 2015
As suggested, you should consult a probate or real estate attorney to determine whether the home is owned jointly with right of survivorship...
In Maryland, can I name my minor children beneficiaries of my retirement accounts?
Marshal's answer
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Answered on July 14, 2015
You can name your minor children as beneficiaries, although as others have suggested you should consult your divorce decree first to be sure that...
Archived
Re: Principal & successor agents on various "end-of-life" documents. Further details as provided below in summary fashion:
Marshal's answer
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Answered on July 14, 2015
You may name as many successors as you wish, but as the other attorneys have suggested, the number of "agents" serving together should be limited...
I need to remove the personal representative in my Mom's Estate. Resignation vs. Petition to Remove? Pros/cons?
Marshal's answer
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Answered on July 13, 2015
Resignation would be faster and cheaper. But that may not be an option given the breakdown in communication. If the current PR won't resign,...
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