Archived
My moms will states that all insurance polices be divided and real estate and so on but there is only one beneficiary in va
Steven's answer
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Answered on August 30, 2014
You got a problem. Beneficiary designation trumps the will in 99.9% of situations. Perhaps based on the timing of them you can make another...
Archived
Do I have to pay taxes on my inheritance?
Steven's answer
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Answered on August 29, 2014
It's possible you could owe taxes on the interest that the inheritance earned - but being that it was in the trustee's name personally (is that...
Archived
If the executor of the parents estate dies will the is the spouse entitled to receive what the executor was to receive?
Steven's answer
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Answered on August 29, 2014
Are you talking about the executor's commission (fee) or the inheritance of the beneficiary who is also the executor? The executor would only...
Archived
I have a Prudential / IRA that has been closed for three months and cant get Prudential /IRA to send me my money.
Steven's answer
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Answered on August 29, 2014
Keep bothering them. If you don't get an answer hire a lawyer.
Archived
NY: Settling an irrevocable trust
Steven's answer
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Answered on August 29, 2014
If I was the trustee I would want to prepare an accounting for approval by the beneficiaries and/or a court to confirm the disbursements and...
Archived
My parents are deceased; I am planning to buy their house, which is in a Revocable Living Family Trust, from my siblings.
Steven's answer
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Answered on August 29, 2014
Just like a normal closing - provide funds to purchase the house and the trustee woudl execute a deed transferring the house to you. If I were the...
Archived
How can I go about probating a will from Georgia in West Virginia?
Steven's answer
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Answered on August 29, 2014
If I understand you correctly, your mother was a resident of Columbia County GA. This means her will and primary probate would be in that county. ...
Archived
Can I sue IRS
Steven's answer
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Answered on August 28, 2014
There are no facts there to give you an answer. Depending on the posture of the matter (where it stand procedurally) you may or may not have...
I am a Florida resident with a summer home in Massachusetts . Rental property in both states. Have estate planning questions.
Steven's answer
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Answered on August 28, 2014
Ms. Erdmann is 100% correct. If you reside in FL speak with a FL attorney to set up a living trust. You can deed the MA property into the trust...
What does it mean "COMPLAINT FOR PROBATE OF WILL WITH CODICIL"?
My mother passed away and my brother was the executor.
Steven's answer
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Answered on August 28, 2014
I would assume the will was not probated, and an interested party is Requesting the will/codicil be admitted to probate so someone can carry it out...