Archived
I have a 539 college savings plan for my children. What happens if I die before they go to college?
Steven's answer
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Answered on November 24, 2012
I think you mean a 529 plan. In most plans the terms of the agreement allows you to name a replacement custodian for yourself. It is right in the...
Archived
What is your adult step children responsabilty 's to the life estate home that I live in? If I can't afford to pay the taxes?
Steven's answer
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Answered on November 24, 2012
Both attorneys have laid out the issues, but more facts need to be explored as to how to solve this problem. You need to sit down with an estates...
Archived
My mother is on the deed to my and my husbands home. She had her lawyer put all of her assetts into an irrevocable trust about
Steven's answer
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Answered on November 24, 2012
Mr Fredericks offers sound advice here but I would be a little more concerned with your own personal situation. You should seek your own estate...
Archived
What is my best, fastest route to get custody of my nephew, to protect him from his father?
Steven's answer
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Answered on November 24, 2012
Ms Goldstein offers sound advice. If she is near you it would be a good idea to talk with her about this as she is an excellent lawyer who knows...
Archived
Who is responsible for answering my questions, as a beneficiary? The attorney for the PR or Personal Representative?
Steven's answer
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Answered on November 24, 2012
Mr. Merril lays out the rules here. This is why you need your own estate attorney to examine and stay on top of what is going on with the estate. ...
Archived
Could New Jersey Bar Association provide a person with a list of attorneys in a specific county that handles estate planning?
Steven's answer
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Answered on November 24, 2012
Avvo may provide some additional information via Find A Lawyer. It gives ratings and client and attorney recommendations. Even with that you need...
Archived
My grandfather recently passed away and he left me his IRA. He also left a trust. Does the IRA go into the trust?
Steven's answer
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Answered on November 23, 2012
IRA beneficiary designations control and would trump anything a will or trust states.
Archived
In NJ Is a will executor required to provide the heirs of the estate copies of bank statements, stock statements, etc
Steven's answer
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Answered on November 23, 2012
Mr Luthman offer sound advice. The only way to get conclusive answers to your concerns is to retain an estate litigation or probate attorney to...
Archived
My mom passed no will there are 3 childrens we are trying to keep it out of probate .she has just 36,000 credit card debt that
Steven's answer
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Answered on November 23, 2012
You probably cannot avoid probate. Call Mr. Pippen if he is nearby as he is an excellent estates attorney. On further thought, call him in any...
Archived
Husband dies can wife still take from his accounts (not jointly) but only has P.O.A?
Steven's answer
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Answered on November 23, 2012
Mr Pippen offers sound advice. As to the house, yes you may have to leave the house if there is no provision in the will providing for your...
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