How do I answer a question on a Wells Fargo certification of trust form?
Wells Fargo is asking how the title on the account should read. Your trust may contain language which states "assets held by the trust should be...
Monroeville, PA
Estate planning Lawyer at Monroeville, PA
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Wells Fargo is asking how the title on the account should read. Your trust may contain language which states "assets held by the trust should be...
There are different types of claims to be considered. Assuming that your son is unmarried, and after marriage he continues to keep this property...
For starters, please consult with an attorney who works in the Elder Law field, because there are several options. Picking the best solution...
Heidi has provided good counsel above, as always. I would mention two further points. First, the trust may have directions on this issue and/or...
If I understand your question correctly, you are asking if when you make gifts from the money already left to you, in accordance with your...
I agree with Steven above. Further, I just wanted to add that you may not need to find the company. If it is a typical revocable living trust, you...
I agree with the above answers, and Heidi is probably well positioned for you to consult with. Other respected practitioners in the Pittsburgh area...
As always, there is good advice above from Heidi. To expand a little, you can take some affirmative action to simplify things, but I encourage the...
There are some excellent answers and suggestions in the prior answers, and I won't repeat those here. That said, there are indeed cases where it...
There is not quite enough information here to begin to give you a decent answer. Is this an SSI question? SSI is its own distinct field of legal...