Up on the latest in estate planning, & specifically how to safeguard accounts from the government

What are you concerned about specifically - tax issues? What type of tax?

I need to delete 2 names on my will...but keeping the rest the same.....don't have alot of money to spend....please advise?

Depending on the complexity of the will, it may not cost so much to just do a new will or codicil. If it means enough to you, you will see a...

What happens to a reverse mortgage after probate judge issues a certificate of transfer to the heir?

The mortgage runs with the property so it would not just go away. if the numbers work out perhaps you can refinance it, otherwise the mortgage...

Looking for legal advice for Tennessee. How long do we have to liquidate an estate after the person has passed away?

There really isn't a set timeline, but the longer it takes the more risk of problems. A beneficiary who is unhappy can push the issue and/or move...

I'm a heir with 70% share in the property and want to keep it but an executor wants to sell it. Do I have a right to keep it?

Yes, you would likely have to file a petition for private sale and show that you are paying a fair price based on appraisals, etc. Is there a...

Will I need to pay inheritance tax?

If the property is in PA or his estate is in PA, then yes. Probably on only half the value. It would be best for someone to open his estate and...

Can a will be overridden?

A non-probate transfer such as this (beneficiary) passes outside the will/estate. Based on the information you have given it is certainly not...

Trust agreement has unclear wording about succession of co-trustee. In New Jersey, what court handles interpretation of trust

Well the first thing to do is have an attorney review the trust to see what is unclear and if a court's interpretation is needed. It is probably...

According to NJ law, is a trustee required to provide an accounting on request of the beneficiary?

Yes this is typically a requirement - although there can be a limitation on how often. The point at which legal fees will go against the trustee...

Your question sounds like it is not about a will but about a beneficiary's rights. A beneficiary in many cases can "disclaim" their inheritance,...