MetLife will only pay life ins benefits to father's estate stating claimant forms can't be used for payments over $10,000 in NJ

It is my belief you are bound by the terms of the insurance contract. In the past when I searched the actual and case law, that was largely what I...

My dad passed away intestate last week, his girlfriend lives in the house. There are 4 heirs including myself,

Presently you have no legal authority to do anything. Once you get letters you can force an eviction if necessary. Based on your facts she has no...

Does the beneficiary of a life insurance obligated to pay out the remaining amount of the insurance to the next of kin?

Your question may not have as straightforward an answer as you might think. I believe you need to check the insurance contract to see what happens...

I recd over 20K from a relative which is net (inheritance tax paid)....Can I give it to a sibling without them paying NJ taxes?

You mentioned all taxes were paid. If so enjoy YOUR money and if inclined give it to your son. If you want to play by the rules, $14k this year,...

My husband informed me that I cannot be an executor/trustee of a trust where I will also be a beneficiary. Is this true?

Not true. We draft beneficiary controlled trusts all the time. Depending upon the protections you want, you (CAPITAL YOU) may choose to select a...

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What can funds from a "special needs trust" be used for?

Respectfully, you're not executors for a SNT. You're either executors for a will which contains a testamentary SNT, or you're the trustee(s) of a...

Does one need a lawyer to change executor to a will or can one just have the change notarized?

I'd use the lawyer. Otherwise, if done wrong, this will be the most expensive $200 you ever "saved."

Will monetary gifts have to be returned if aging parent enters a nursing home?

Briefly, gifts made more than 60 months ago are not counted (so no issue) - gifts within 60 months are within a penalty period, and the penalty is...

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How do I protect an idea when talking to a potential Lic partner

non-disclosure agreement (NDA) along with other protective documents. I'd strongly suggest you reach out to a business attorney who is experienced...

I just found out today Jan 31st that my sister who is the executor of our mother's estate had the will probated on Jan 7th

John, if she monkeys around as Executrix she can have personal liability. I would forward a copy of the bills to her, and demand a copy of the...