Will my ira,401k and ,or annuity which have charitys as beneficiarys protect my 1.4 mill estate from estate tax?

Charitable gifts at death act as a deduction to reduce the size of your estate. This could be beneficial depending on the size of your...

If I die before my parents (grantors of the life estate deed) can I pass my future interests to a beneficiary I name in a will?

Even though a remainder interest is a future interest it is a present property interest that you can not only transfer by Will on your death but...

Opened Probate....What if I want to hold onto Savings Bonds and not cash them?

Depending on the series and maturity date of the bond, Treasury Direct may allow you to make an in-kind re-registration of the bond directly into...

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Do I have a right to 50% of my father's assets.

Sorry for your loss. In your question you state that "her lawyer told me". Given the likely amount of property involved you should really hire...

How does my new home affect my old trust?

A search of your title would reveal whether the house is still owned by the trust. The assessor normally reflects that change on the property card...

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Who inherits my uncle's truck when it is titled in his name as the primary owner and another person (not related) as secondary?

I'm sorry for your loss. Jointly owned property normally passes to the surviving owner upon the death of one of the owners and that transfer takes...

How do I find out is my step grandmother will was ever probated.

You can visit the probate court in the county where your step grandmother lived and ask to review her file. An attorney can guide you in this...

Should a sep account be put into a trust

I'm assuming by "sep" you are referring to a "SEP IRA" retirement account. A SEP IRA is a type of individual retirement account that individuals...

Will I need to transfer a quit claims back to a spouse

You need to review all the facts of this scenario with an attorney who can review the transfer rules that impact the type of medicaid benefits he...

Do I have to file Probate to pay taxes of deceased mother?

You may be able to file and sign her income tax return. The IRS defines "personal representative" broadly and it can mean the person appointed by...