Irrevocable Life Insurance Trust

The trustee of the trust (or their attorney) should be doing this. The trust owns the life insurance policy and the person responsible is the...

As durable power of attorney for an elderly friend, can I draw up papers naming someone to take over responsibility if needed?

I agree with the other attorneys that the document has to be reviewed closely and it has to be determined if there is an alternate or if the power...

Revocable Trust grantor's power of using funds

The question you are asking isn't entirely clear. If you are asking the question of if you your self set up a revocable trust and place assets in...

Do I need an attorney for making a living trust?

I don't think I've ever told anyone to do their own legal work. It is best to work with an attorney on something as important as estate planning...

You don't get an income tax deduction for giving a gift to your child. Although I highly doubt the gift would be enough you actually file a gift...

If an executor is no where to be found, can another relative with interest in the will petition to be appointed?

I do not agree with the other attorney who answered. If the executrix you mentioned was actually appointed and has not completed the...

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Named executor vs. legal executor

Bottom line is that if he hasn't actually been appointed by the court he is not the executor so he has no power whatsoever. Not sure what actual...

My mother and I are joint tenants to a property. She recently passed away. How do I get her name removed from the deed?

No you don't have to do anything if the deed is joint with right of survivorship - the house is already yours upon her death. If you go to sell it...

I would also add that as a guardian you should be able to have access to their home or where they live to look for records. You can also update...

Bank of America keeps stalling will not cash out CDs that are POD to me.

It does sound like something strange - I think you just have to decide if you can handle their excuses...has an actual reason been given as to why...