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If I leave 100% to my boyfriend, for convenience, is he bound to leave my items as my wish after I die?
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Answered on June 06, 2018
Can you? Yes. Should you? No. If you leave it to him and "hope" he does something that is merely a hope or wish and if you even say that in a will...
Archived
My mom’s partner died. They owned a home jointly with right of survivorship in PA. Does she have to pay inheritance tax?
Steven's answer
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Answered on June 05, 2018
Yes, the transfer (the 1/2 of the home going to your mother) is subject to inheritance tax. Since they are not related the inheritance tax would be...
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A friend is coming into some inheritance money and wants to be business partners with me with his money.
Steven's answer
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Answered on June 05, 2018
First, I want to say this is a really odd question, and I am only answering what you asked - if he "gives" (meaning it is a gift with no strings...
Archived
IF a mother dies no will is her son eligible to her estate he is age 11.?
Steven's answer
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Answered on June 05, 2018
If your question is: Mom dies without a will. Only surviving heir (closest relative) is a child, then yes. If there is no spouse, the child would...
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As a beneficiary is there any way I can find out if an estate check was put in the estate?
Steven's answer
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Answered on June 02, 2018
Ask the administrator if they have it. Ask for the bank statements. If that doesn't work you can ask for an accounting through the courts.
Archived
The Trustee of my sister's estate is resigning. He is doing a final accounting. How long should this take to do?
Steven's answer
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Answered on June 01, 2018
Not enough info here to really answer you. The trustee is entitled to get his accounting approved - how long it takes depends on how much is going...
Archived
How to proceed without a will?
Steven's answer
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Answered on May 25, 2018
In addition to what the other attorneys said - as to whether there are assets to actually probate - I would add that it will be much easier if one...
Archived
Who signs a coducil?
Steven's answer
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Answered on May 25, 2018
To my knowledge, all states require the same formalities for a codicil as for a will (usually two witnesses and a notary).
Can I take the RMDs for an inherited IRA and my regular IRA, both from only the inherited IRA?
Steven's answer
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Answered on May 25, 2018
I believe the answer is no:
https://www.irahelp.com/slottreport/multiple-retirement-accounts-and-rmds-can-i-take-required-distribution-one-account
Archived
What happens when all beneficiaries refuse to accept, ie renounce, a Florida condo which is one of the items funded into the RLT
Steven's answer
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Answered on May 25, 2018
You mean "disclaim" I believe - You'd have to read the trust to see what it says or you would have to have provisions for backup beneficiaries....