Fathers Death IRA'S

This IRA is yours. Under PA law, the will has nothing to do with the IRA. The IRA passes to the named beneficiary. So there is really no legal...

You have left out a lot of facts, most importantly whether the business is operated as a corporation, LLC, partnership, S corporation. Generally,...

Am I entitled to my fathers pension?

You should request the summary plan description (SPD) and the actual plan document from the plan administrator. Also, you should request a written...

Can a named charity as beneficiary end up not going to the charity but actually instead the executor? PA attorney preferred.

You raise many concerns here. Here are my comments to each concern: 1. Proper identification of Charity: The identification needs to be specific...

How does a trust get retitled in Florida? Is this required?

Trusts become irrevocable once the settlor (maker) of the trust dies. Your father's trust can not be altered either directly or indirectly by...

How do we get our 1/3 shares of stock back from our startup partner?

The prior answers are sound and controlling. One tax point should be noted. If you buy him out, you should do it as a stock purchase by the two...

Dad passed & Mom is sole beneficiary and trustee of his Revocable Trust. How should she proceed to implement the Trust?

She need to get an employer identification number (EIN) for the trust. They can be received directly from the IRS via the internet (www.irs.gov.) ...

My dad passed 2 years ago. there was no will. however i have a signed paper by him from 20 years ago dated, is this valid?

The second attorney is giving you sound advise. One final point, the life insurance is controlled by the current beneficiary designation on file...

Can I work out a payment plan with the government to be able to keep the house if I am the next of kin with no will?

It is unclear whether these are income taxes or property (real estate?) taxes and whether the taxes are owed to the IRS, the state or the local...

Do I have a legal right to know when the reading of my mothers will is and do I have the right to protest it?

You have really answered your own question, reread it and you will see there is no other way for you to go except to hire a lawyer to protect your...