Is Original Will needed?

As for the IRA, if you are named beneficiary, the IRA passes to you automatically. The will is basically irrelevant and has no impact on the IRAs....

My dad died and i know he had a will. my mother is still living and so is my brother. how do i find out what im entitled to?

Generally in most states, a will is probated with the register of wills in the county where the decedent resided. A will needs to be probated to...

My mother is changing her estate. One of those changes is to set up a trust for me when she passes versus giving me monies outr

You are correct that laws may change things in the future, but the trust document, if drafted properly, should provided the trustee with built in...

One Co-Trustee is charging fees. Is he supposed to be?

Is he charging for accounting services or for services rendered as a trustee? Usually, the trust states the fees to be paid and sometimes trusts...

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Can part of a will be overturned

This is a tough situation. Once the maker of a will has died the will becomes irrevocable. No one can change it terms, except in very limited...

Say, I got married for the second time and my name is not on any land or house that he owns and he doesn't have a will & he dies

I am the PA attorney who is chiming in here. The prior attorney has given you sound advice-you must urge your husband to sit down with an attorney...

Generally, an the Executor's duties can not be delegated to a Power of Attorney holder. The terms of the will control, so if the executor can not...

These situations can be quite unsettling, but you must follow the terms of the trust and the laws of the state. You must be patient and wait for...

How do I handle the taxes I will need to pay on a lump sum retroactive retirement check?

If I understand your situation, you will be receiving a distribution over a five year period from a retirement plan. Most individual taxpayers...

What type of documentation may we request to see before settling my brother's estate?

Something sound fishy here. If your sister is being evasive you have a problem. Hire an experienced estates attorney IMMEDIATELY so your...