If you file a small estate administration, creditors may contact you as the personal representative of your sibling. If the estate is insolvent,...

Last Will & Testament is enforceable if an executor is also has witness capacity on the same last will ?

An executor may serve as a witness on a will. None of the witnesses, however, should be beneficiaries of the will. Fiduciaries:...

There is no downside for a beneficiary to deposit a partial distribution. If you have not already received an accounting, request one. It is...

There is no prohibition on executing a will on a Sunday.

401-K retirement plan.

If a person dies without naming a beneficiary for a retirement plan, you need to examine the plan rules to see if it names a default beneficiary. ...

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How does the death of my father, who died,in 2011), who had a living will for my stepmother affect me?

If your stepmother’s name was on the deed, then she owned the house. The deed is registered with the county clerk, not the court. A living will...

As a beneficiary in a revocable trust, do i have the right to see the provisions of the trust? new york, new york

As a beneficiary, you are entitled to see the trust and be informed of the assets in it. If the trustee gives a copy to you, it is not making it...

Is a Special Needs Trust the answer?

The direct payment of gifts, inheritances, settlements, and court awards to a person who receives Medicaid and SSI can reduce benefits under the...

MY aunt passed away with a trust valued at $900,000 in which i am the Trustee

Some trusts provide that the remaining assets are paid to the creator’s “issue” according to state law. This means that the residual moneys are...

Re-titling the ownership of the shares or the brokerage account is the correct way to transfer assets into a trust. Reciting the shares on...