I am sorry for your loss, both of them; the one in Boston and your mother-in-law in the UK. It is not unusual for a beneficiary outside of the...

If you are working with an attorney already, this would be a great question for him or her. But just to clarify, when you say that you are the...

If your parents are alive, it’s not a problem at all. When they die, both die, and you go to the safe deposit box and there is nothing there, that...

There is a high probability that there will be a transfer penalty for giving to daughter. You have a few choices. You can undo the transfer and...

I am sorry for your loss. So it sounds like you were named to the account as a matter of convenience, but the point is mute since there are no...

While I would want to see the annuity contract to confirm my belief, my initial response is no, the annuity is not exempt. The question is will it...

I am sorry to hear of the loss your daughters are copping with. Not knowing the value of the properties leaves some uncertainty to my answering...

I am sorry for your loss. The law on a joint account is that the survivng joint account holder takes ownership following the death of the other...

This is certainly a challenging time for you. I recommend that you search the site and reach out to an Elder Law Attorney. It would likely be...

I recommend that you remove your personal information from the question. You should reach out to the attorney after you receive a response that...