They both may be valid, but it is hard to say without reviewing the documents. The note would seem to stand on its on and the only way to modify...

Is probate needed to transfer IRA funds to contingent beneficiaries when primary beneficiary died before filing a claim?

Generally, IRA are non-probate assets, so they should have to follow the contingent beneficiary designatin. Perhaps if you present the death...

I agree with the prior attorney. Be aware that income needs to be reported from whatever source derived. So people who engage in illegal...

I run a website from home and I'd like to write off expenses. Do i need to incorporate to do this?

You do not need to incorporate to take business expenses. You would report as a sole proprietor on a Schedule C, Form 1040, your income and...

Company sold out owner retired, took his money from 401k plan. The rest of the employees are now in a new plan with the new co.

The prior attorney raises some valid issues. In addition, you need to get a copy of the Summary Plan Description (SPD) and perhaps the actual plan...

An 87 year old NY woman wants to put her son's name on the deed to her house. Will she lose her STAR tax exemptions?

I can not answer the state specific question as I am not a NY attorney. However, from a tax perspective you may have a big problem with such a...

Legally seperated, husband passed, he owns a car ($6000.loan) & piece of land. can i change the title of the car

You need to probate his estate so that you can act for his estate. You need to meet with a NJ estates attorney to assist you in this process and...

What is the best type of trust to be created for my son?

I agree with the comprehensive and well thought out comments of attorney Davis. My only comment is that you need to review the document to see if...

Will and Power of Attorney in New York State

You need an experienced estate planning lawyer. Hope this helps. If you think this post was helpful, please check the thumbs up (helpful) tab...

My father passed away in feb of this year . he had 3 ins policies. we submitted paperwork to 2. my sister and i appointed my bro

You need to immediately retain an estates attorney to represent and protect your interests and to review all documenation of the estate during the...