Archived
My mom passed away and I learned that she did not have a beneficiary listed on her account. I'm in NYC.
Steven's answer
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Answered on December 24, 2013
You don't say which type of account or where she is...But if an account is owned by just the deceased person it would stand to reason that it is an...
Archived
My mother needs to change the primary trustee in her trust can a notary do this? Notarize the changes?
Steven's answer
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Answered on December 23, 2013
Notarization is not the issue - a notary merely is charged with checking that the person who presents themselves to sign something is who they say...
Archived
Co executor tells other family members what is in the will
Steven's answer
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Answered on December 23, 2013
What is your question? It may have been a violation of her privacy...but I assume she has passed since you say "was still alive." Therefore the...
Archived
How may I give ownership of my property to others before my death. have a very small estate, would need medicaid in final days.
Steven's answer
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Answered on December 23, 2013
If you are trying to protect some sort of inheritance for your family, you have to see an experienced elder law attorney. As a general rule, even...
Archived
My father died and left no will; had a few properties, of which i have the legal documents for. Don't I inherit any of this?
Steven's answer
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Answered on December 23, 2013
In about three sentences you've uncovered a whole bunch of issues that need to be addressed. Hire an attorney as soon as you can.
Archived
If I have an IRA does my husband have to sign off so I can leave it to my daughter? I live in PA
Steven's answer
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Answered on December 23, 2013
I agree with Mr. Shea - regular IRA does not require the waiver (but a 401k and certain other plans do).
Archived
Name on Deed of House
Steven's answer
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Answered on December 22, 2013
I am also not clear on the facts of this situation. I am a probate attorney in Philadelphia.
Archived
My husband just passed away last month and we've been married since march 2006. Actually, i am living in the same place,
Steven's answer
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Answered on December 22, 2013
If you have no ownership rights you are a tenant and she is the landlord. Hopefully things remain amicable but if you end up in an...
Archived
Do grandchildren have Right to estate and hidden assets given duress at changing of will at 93 years?
Steven's answer
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Answered on December 22, 2013
Way too complex of a situation to deal with here - HIre an attorney. AVVO is good for legal questions but you have a lot of factual issues.
Archived
How soon you must start a case/file a petition in probate court after the date of death in California? And timeline after that?
Steven's answer
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Answered on December 22, 2013
Do your self a favor and hire a good probate lawyer.
