My mother passed away five months ago, and her will gives me the option of making a disclaimer on my inheritance. I have read

A disclaimer does not take long to prepare or file. Legal fees depends on the attorney's hourly rate and time to work with you and draft and file...

My sister is the executor of my father's estate and is definitely the trustee of the trust into which my share of it will be

It is difficult to understand the facts you describe. It sounds like the second trust is one that was set up for your benefit while your father...

I had a joint account with my mother, a recently deceased NJ resident. My brother has had POA on this account since she became

The account is joint between you and your mother. On her death the remainder in the account generally passes to you as the join account holder. ...

My husband's mother put my husband as sole benificiary on her 6000.00 life insurance policy when the check came it was deposited

They can't send you to jail. New Jersey provides that funeral expenses are a claim against the estate's assets. The Personal Representative...

My mother was a NJ resident and had a joint account with me. I can't remove her name from it because her estate is large

I agree with the prior contributors, except that there may be a way to get access to the funds more quickly, if necessary. An attorney could help...

When will I be notified of the contents of a will?

If your mother died in NJ then you can contact the Surrogate Court for the County in which she died to see if a court proceeding has been started. ...

Is there any taxation exposure in the US for a dual citizen on a New Zealand inheritance given the new FATCA laws?

1. The answer depends on details not found in your question. Generally an inheritance or gift received by you does not subject you to a U.S....

Gift tax. Others have discussed the FBAR issue. A transfer to your father's resident savings account as a gift would be viewed as a gift for U.S....

Mom passed without a will, what does that mean for me/step-father as far as her assets?

I assume that Mom was married to StepDad at death. You say that Mom and StepDad resided in PA at the time of her death. It is likely that Mom is...

What is the advantage of a living trust versus a will?

In New Jersey most practitioners recommend wills over living trusts. They offer the advantage of simplicity of operation during your life and are...