Life insurance policy question of entitlement. Does the child who died before my grandfather have entitlement or his children?

You have to review the insurance contract and the specific language of the beneficiary designations. I was just reviewing such an issue last week...

Does Trustee have a fiduciary obligation to disclose POD/TOD accounts to beneficiary?

Mr. Schultz put his finger on the immediate issue - if the POD account(s) were owned by the decedent how were they accessed as POD doesn't "kick...

Can the Trustee legally withhold information?

If your son is the beneficiary of a trust, and you are his legal representative (you likely are because he is a.) under 18, b.) possibly considered...

If I owe an amount greater than my inheritance in a will, can the executor take my entire inheritance if I do not fight?

Is the estate/executor enforcing this debt? Usually gifts are not considered advancements and you still would get your share under the will. Is...

What do i have to do in order to open an estate account of a deceased person

You likely need an attorney. In order to pass assets from a deceased person or their estate you need to have an estate to begin with! If she had...

My elderly mother who is ill, and has dementia bought a car for a friend and says it was a gift.

The friend says it was a gift? And your mother doesn't know or understand? If your mother is making poor financial decisions or if someone is...

Open a PO Box?

Can I fight NJ Estate Tax amount

Why was this overvalued real estate issue not addressed at the time it was filed? If it was filed? Why was the tax not paid to at least stem the...

Would I be able to claim my boyfriend's child on my taxes?

Based on your facts, no you can't claim this person as a dependent either as a qualifying child or qualifying relative: 1. It doesn't sound like...

My Dad is in hospital and will require long term rehabilitation how do I get power of attorney to help him pay bills.

I would take Ms. Sapeinza's advice....if your father has the capacity (mentally) to do so, he should execute a power of attorney (and also do his...