To supplement Mr. Lane's response, which correctly indicates "it depends", I'd add that the nature of the annuity also impacts the analysis. In PA,...

Believe it or not, the institution is protecting you and your husband by following the rules. A Will is just an interesting piece of paper until...

I'm not a Florida attorney, but I see that no one responded. Many times you can contact the recorder of deeds and/or tax assessor in the county...

This is a Florida-law question, and I am only responding because I noticed no one else did. In general, the assets of a trust are not responsible...

Without the document, it is difficult to say. From the brief excerpt provided, it reads more to me like Willard Ransom was the Trustee of a trust...

Without reviewing the trust itself, a definitive answer isn't possible. In general, a beneficiary is not able to pledge trust assets unless they...

My condolences on your loss. Ordinarily the Executor is supposed to report them, but she/he can tell the Dept of Revenue to bill you directly for...

Technically, you are generally supposed to sue the trustees, in their capacity as Trustee of the XYZ trust. Sometimes people get sloppy and name a...

While I am not an Arizona attorney (nor do I know if this is an Arizona trust), in general the notarizations on the document you describe is not...

You want to proceed with caution anytime you are dealing with disposition of assets of a senior, particularly when nursing home care and/or...