How do I become exector of an estate (my mother was married to her third husband and I am her child)?
Elga's answer
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Answered on March 25, 2018
It is difficult to say whether you can become the executor or whether there are other avenues that may be available for you to see if your mother's...
Are there tax implications on money given by the recipient of a will to another individual?
Elga's answer
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Answered on March 23, 2018
The answer to your questions depends on several facts. Some of which are not included in your question. First, you say that your relative is...
Property in NJ titled to “joe and Jane, his wife”. Jane dies. Does joe own the property by survivorship?
Elga's answer
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Answered on March 19, 2018
As the two prior attorneys noted the deed would result in the survivor having ownership of the property. To avoid issues later on it may make sense...
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Can I, as the trustee and grantor of a living family trust, change the amount that two individuals named are to receive?
Elga's answer
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Answered on March 19, 2018
A living trust typically refers to a revocable trust which means you can change the trust during your lifetime. You should consult with an...
Archived
How do I quickly obtain the legal documentation that names me as an executor of a will?
Elga's answer
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Answered on March 17, 2018
The Will may designate you as the executor but you are not authorized to act until the Surrogate in the county where your grandmother lived...
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My ex-husband passed last Friday and did not leave a will?
Elga's answer
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Answered on November 29, 2017
When someone dies without a Will the process is called intestate administration. Generally, the process for administering and distributing the...
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It states that I am entitled, but it also states in I am disinherited. What would my legal rights be?
Elga's answer
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Answered on November 29, 2017
If your father was a resident of New York at the time of his death and his Will is being probated in NY the question should as the prior answer...
When an Executor of a Will charges a fee, is there a form that must be filed with IRS to declare this action?
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Answered on October 31, 2017
Typically, Forms 1099-MISC are not required to report executor fees because administration of an estate or trust is not a trade or business...
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Should I keep my husband the beneficiary of my 401k after being marry for only 1 year?
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Answered on October 31, 2017
Under federal law, if you are married, your spouse is automatically the beneficiary of your 401k. If you want to name your daughter as the...
Archived
Do we have a case?
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Answered on January 13, 2016
The two previous answers are on point. There are not sufficient facts in your question to provide you with a complete answer. In addition to...