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My father appointed me sole beneficiary and executor my grandmother was a cosigner on his account.
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Answered on February 21, 2014
This is a bit confusing - if this was a joint account with survivorship (you need to make sure) and she is already dead (2006), your father would...
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I just cashed a 20,000 dollar check which is my inheritance from my dads death. First question is will i be taxed on this?
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Answered on February 21, 2014
Inheritance is not income taxable (there can be income on the principal portion of the inheritance however but with this amount it would not be...
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My office provides free living trust's to our clients. We are accountants and usually prepare taxes, but in our experience with
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Answered on February 21, 2014
I don't see how this would not be considered unauthorized practice of law.
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I want to change the executor of my living trust from one son to the other. Is there a form available to do this?
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Answered on February 21, 2014
If this is a living trust you would be changing successor trustee, not executor. If you have a pour over will as well, you may want to change...
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Misappropriation/embezzlement by the executor...
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Answered on February 21, 2014
I doubt it will rise to the level of criminal prosecution. If the brother knows there are issues and simply wants his money you should both have...
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Can I sue my siblings for money never paid back to my deceased father? I am a joint owner of the account with survorship.
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Answered on February 21, 2014
Your situation is not really clear.
If your father had a joint w/survivorship account with you, as a general rule, the money is now yours...
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Should I have joint ownership on all of my parents assets, my dad passed this month. My parents didn't have a will.
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Answered on February 21, 2014
There really are a bunch of factors to consider: what is her long term health and health care situation? Does she realize that she loses a level of...
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Annuity Death Benefit
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Answered on February 21, 2014
She needs to speak to an attorney to review the contract...and perhaps ask about the possibility (pros and cons) of a disclaimer if that is even...
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Who does the money go to? The POD recipient or who the will states?
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Answered on February 21, 2014
The general rules is that the POD contract trumps the will. One could argue that if the will were made AFTER THE POD designation (and perhaps...
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How do I get a Will & POA while I am in-between moving myself & my parents to a totally different state?
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Answered on February 21, 2014
Sounds like you are currently a CA resident. I would think doing it in CA would be fine. If you establish residency in AZ you can see if...