I would urge you to open the account in New York with a financial institution which has offices in Florida. This will make sure that any income...

My mother passed away in 1995 in PR naming my sister as executor in will. Do her duties continue or are all heirs equal.

Attorney Frederick is correct. A key issue will be the exact titling of the property at this time. Please have an attorney review this matter...

Will I need to report or owe tax on money received from a deceased parent?

Attorney Frederick is correct. Please have an experienced attorney review your grandparent's trust agreement and the nature of the recent...

When trying to prove "Undue Influence" is the burden of proof on the person being accused or the other beneficiaries?

It depends on the nature of the relationship between the signer of the instrument and the beneficiary in most states. That is, if a family member...

I was named in a persons will who passed away and the executor of the estate has not notified me what action should I take.

Your best bet is to check the court for the county where your friend passed away. If the will has been filed, the clerk will advise you. You can...

I have power of attorney over my dad and the bank did not have my name on his account but I was still able to transfer money

Attorney Frederick is correct. Be very careful here and retain an experienced attorney to assist you with this matter. Good luck to you.

Attorney Frederick is correct. The retention of the life estate means that the asset is taxable in the decedent's estate and, therefore, eligible...

When you are looking at waiver of personal representative's bond do the wives of the heir have to sign form?

I agree with Attorney Frank. Before doing anything in this matter, please retain an experienced probate attorney in the state where your mother...

Pennsylvania Estate probate - transferring Real Property ownership interests to beneficiaries.

Attorney Frederick is correct. Take the draft of the deed, the title search and other relevant documentation in your possession to an attorney to...

My husband's Uncle passed away leaving him Trustee in the trust to be set-up. What does Net Income Only mean on his Will ??

Attorneys Harvey and Jarominski are correct. It is important that your husband retain an experienced attorney to review this matter and assist him...