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My aunt passed & I am 100% beneficiary on her IRA. In her will, she asked me to distribute the funds to her three other nieces.
Steven's answer
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Answered on July 02, 2012
You have more of a moral conundrum than a legal one. I believe you are saying that her will actually refers to the IRA? Or even if it doesn't that...
Archived
Does asking for an informal accounting delay the beneficiaries in receiving their inheritance checks?
Steven's answer
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Answered on July 02, 2012
Mr. Fromm makes a good point. To answer your question, if the estate were ready to be distributed, asking for the accounting would cause a delay...
Does an ALTERNATE trustee of a living trust have the right to a copy of this document while the trustor is still alive?
Steven's answer
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Answered on July 02, 2012
The easiest way to answer this question is by reading the trust. I tend to assume by the wording of the question that you are the alternate and...
Archived
How do I get power of attorney to help my dad with mom's intestate estate in Pa
Steven's answer
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Answered on June 27, 2012
Both attorneys offer appropriate advice. Contact one of the attorneys here and you should be able to iron it out.
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Does the sttorney who drew up the will and trust for my father and step-mother have a legal obligation to my father in death?
Steven's answer
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Answered on June 27, 2012
There are a lot of holes in the facts here and I don't think this can be answered properly on this forum. You would be well advised to hire an...
Can I declare my brother to be incompetent? How do I do this?
Steven's answer
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Answered on June 26, 2012
You are in essence saying you wish to obtain Guardianship for your brother. You do not declare him to be an incapacitated person, but you argue...
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My mother died, no will. County named me as administrator. Her mortgage company won't talk to me because I am not an executor.
Steven's answer
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Answered on June 26, 2012
For your purposes "administrator" and "executor" mean the same thing. An executor is the person who handles the estate if there is a valid...
Archived
Grandfather set up a family trust; My father as a beneficiary. Father passed away; are we(his children)entitled to anything?
Steven's answer
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Answered on June 26, 2012
This question can't be answered on this forum. You need to obtain a copy of the trust and have it reviewed by an estates attorney to determine if...
Archived
My mother recently passed leaving her property in her will to her 4 kids. Deed states her name and 1 sister. Which one supercede
Steven's answer
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Answered on June 26, 2012
If the house was deed as joint tenants with right of survivorship with your mother and sister, upon your mother's death, the house automatically...
Archived
I owe the irs tons of money like 400,000dolares
Steven's answer
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Answered on June 26, 2012
Contact a tax attorney who specializes on collection issues and see what your options are. You may options in terms of having penalties abated for...