When couple have A B revocable trust and husband has IRA he is leaving to grandsons; he passes on, must spouse file REV 1500?
I completely agree with Ms. Stewart, as usual.
Philadelphia, PA
Estate planning Lawyer at Philadelphia, PA
Practice Areas: Estate Planning, Probate ... +6 more
I completely agree with Ms. Stewart, as usual.
Probably yes. Are you his executor - usually the exeuctor would file the return. Even though as surviving spouse you would not have a tax due it is...
Call Mr. Frederick who answered the question or look for an attorney in Michigan.
It is impossible to say without seeing the documents in question. I have seen deeds that have "Trust" provisions within the deed itself that are...
The set up you are describing is quite common. The facts about not liking your sister in control are the real issue but they are also very common....
It certainly is possible that even though you have power of attorney you may need to have him deemed an incapacitated person. That would happen by...
Ms. Stewart is correct. The best practice would be for the spouses to be present with 3 others - a notary, and two witnesses - and sign all the...
I agree with Ms. Shah. The initial estimate is for opening probate and calculating the fee. The full amounts have to be reported later on the...
I agree with Mr. Shields - but you may need to open an estate although I would think they would be willing to assign the debt to your mother by...
Not to be a smart alec, but go to an attorney and ask him or her. The bank is just covering themselves. An attorney may or may not be willing to...