When there are conflicting documents as to beneficiary status, which takes precedence?
I agree with Ms. Harvey - the trust controls the trust assets (however they get there - predeath, postdeath, etc) and the beneficiary forms...
Philadelphia, PA
Estate planning Lawyer at Philadelphia, PA
Practice Areas: Estate Planning, Probate ... +6 more
I agree with Ms. Harvey - the trust controls the trust assets (however they get there - predeath, postdeath, etc) and the beneficiary forms...
If your employer did not withhold taxes they could have a problem - I would suggest asking them if they did which could give you some leverage (if...
You should be working with a tax professional/attorney to prepare the return - it is well worth the expense to have it done right. Generally all...
The FL attorneys who answered you gave you good advice. I would just add that when you first signed your trust you should have reviewed it and/or...
You don't say if he is alive or dead. If he is alive you don't say if he has capacity. Short answers: If he is alive and had capacity he can get to...
The short answer is that the transfer of a home is nothing to take lightly. The Mom/Uncle need to meet with an attorney to determine the best...
This sort of thing is tragic but mostly depends on what the health care providers do and how they interpret things or how they choose to deal with...
If he had an estate opened already it would probably be easiest to reopen the estate to claim the funds. Get the unclaimed property paperwork from...
If the decedent resided at death in PA you have to contact the Register of Wills in the county where he resided at death to obtain a copy of the...
Two caveats: You need a lawyer in the state where this is going on, not sure where that is, so answers could change according to state laws, also a...