I found out about an IRA Account.
You should go over the facts with an estates or tax attorney to see where you stand. Do not rely on a general forum for such an important issue
Selected as the best answer
Philadelphia, PA
Probate Lawyer at Philadelphia, PA
Practice Areas: Probate, Estate Planning, Tax
You should go over the facts with an estates or tax attorney to see where you stand. Do not rely on a general forum for such an important issue
Selected as the best answer
You do not provide enough facts, but you may have a statute of limitation problem. Why would you now raise this issue? Where were you when she...
This would be a mistake. When a property is transferred by gift the new owners take a carryover basis (what you paid for it originally plus...
This situation is too complicated to be resolved at a general legal forum. You have questions involving estate matters as well as real estate...
Its now unanimous; you need to get with an estates/tax attorney to go over all the facts and planning scenarios. You cannot possibly do this alone...
It depends on how the deed was titled. If it held as tenants by the entireties or joint property with rights of survivorship, then it passes to...
Stop, just stop and get mom some estate planning advice before she makes a huge mistake. In addition to the prior attorneys sound points, she also...
It is my understanding that the trust must be in place at the time of death. It cannot be established after death. The timing you are looking for...
Selected as the best answer
If you are working with a lawyer it is unethical for attorneys at this site to comment. Go back to your attorney to discuss the matter in more...
Second marriages always create problems. He should have entered into a prenuptial agreement if he wanted to protect his children. The POA lapses...