Life Insurance Policy with cash value is having negative impact on Social Security checks.

You should talk to the agent assigned to you from the life insurance company about this issue. The cash value of a life insurance policy doesn't...

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Can these issues be resolved in probate court?

I have tried and settled cases regarding this issue, and this type of case is all about the details of what happened. If the surviving joint...

Will leaves house to executrix,she wants to give it to her daughter before probate,who is back up executrix.Can this be done.

Through a legal document known as a disclaimer, the person who is supposed to inherit the home can refuse to receive it and be treated as though...

If executor (a beneficiary) had a joint acct with deceased is money his so he can compromise Will w/o benficiaries aggreement?

I have tried and settle cases regarding this issue, and this type of case is all about the details of what happened. Although the legal presumption...

Do I, as executrix have the right to charge rent to a sibling who resides in an estate property?

It sounds to me that you're trying to keep your relationship with your sister intact, but that she's trying to take advantage of you. As executrix,...

A messy Estate with a WILL. Plus a son who was excused from the WILL but still living in the house.

It sounds like the executrix is not inclined to do her job properly, and that you'll have to keep pushing her and her lawyer to do the right thing....

A new marriage for a Massachusetts resident requires a new will. You can see the law for yourself at http://www.mass.gov/legis/laws/mgl/191-9.htm ....

If the remainderperson died and you inherited the home through that person, a step-up in basis was received through the remainderperson's estate. ...

Is $40,000 a reasonable charge for the executor of a $2,000,000 estate?

No question such as this one can be answered in a vacuum, so details about what the executor had to do would have to be considered. If the executor...

Each item in your question could have a separate answer. The details of when an asset is received and how it is received could affect the way it...