A person is designated to be both executor and trustee of a living trust. She entitled to % of entire estate or % of trust only
Steven's answer
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Answered on August 01, 2016
You should consult with an IL attorney. That said, the following is generally the case: If the IRA/Life insurance were designated (via beneficiary...
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Am i responsible for medicaid estate recovery claim?
Steven's answer
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Answered on August 01, 2016
You should take the letter and the info you have to an attorney who handles estate administration. Your aunt's estate could well be responsible...
Can a trustee evict me?
Steven's answer
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Answered on August 01, 2016
You should contact a local landlord-tenant attorney but your friend does not own the house and therefore does not have the right to decide who can...
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Can I endorse a check for my sister after her death?
Steven's answer
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Answered on August 01, 2016
In short, no. You should speak to an attorney to determine if you need to open an estate. A small estate procedure may be available to that it is...
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How can I disclaim a building that is part of my inheritance...
Steven's answer
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Answered on August 01, 2016
I agree with Mr. Fischer. You should consult an attorney to determine if you can simply disclaim or if you need to gift the asset to your sisters...
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Can I become power of attorney by the person who elected the current power of attorney due to being dissatisfied?
Steven's answer
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Answered on August 01, 2016
If your stepmother has capacity she can revoke her POA - given the situation I would suggest she hire her own attorney to assist in the process b/c...
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How do I handle an IRS CP2000 notice?
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Answered on August 01, 2016
I agree with Mr. Gray. I have helped many taxpayers in Philadelphia with similar notices. You should at the very least call the IRS and ask and...
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Executor contacted me via of text telling me the will has been probated not sure what to do
Steven's answer
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Answered on August 01, 2016
Are you friendly with this person? Do you expect more formal communications? Is there an attorney for the executor? If you have questions I would...
How can I know if a will has been probated
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Answered on July 30, 2016
A deceased person's probate matter is typically raised in the county where they resided at death. If you know where the resided at death contact...
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How do we resolve an estate issue?
Steven's answer
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Answered on July 29, 2016
Sounds like the best solution will be to establish a substitute administrator of the sister's estate then the brothers estate can be doled out to...