Is an annuity with death benefit and named beneficiary subject to orphan's court jurisdiction?

The prior attorneys are correct. If you suspect that a beneficiary designation was changed improperly or some such thing that is another issue...

As a first matter, I'm a bit unclear as to why you would execute the deed in lieu of foreclosure if there is equity after the reverse mortgage? Is...

What is the statue in the state of new jersey that if you are to be the owner of the home in the will that the property is

Technically speaking if you are clearly the devisee (will receive) the the real estate the interest in the property vests in you immediately upon...

Can we tell the judge what my dad said before he died?

The question is what judge and for what purpose and on what grounds? The 401k is a contract and that controls over and above the will. A 401K...

Should a estate plan be shared with the children??

This type of question is more philosophical than anything. I advise my clients to have frank discussions with their children about these mattes...

Selected as the best answer

Generally speaking the decedent's estate would need to file a "final year of life" tax return noting the taxpayer is deceased. The rules for...

My mother passed away in2005.She had a will. She was married to my stepfather for 50 yrs and wanted me to get some kind of money

Since your mother passed in 2005, did you obtain any information about her estate at that time? I'm assuming (correctly?) that she left everything...

How do i find out if my father left his children any money,if my stepmother does not probate his will?

I agree with Mr. Begley. If it is not clear from his answer, it is entirely possible that there are no "probate" assets (assets owned in his own...

My brother is in the will and is to receive an equal share of the estate. He was not a beneficiary on an investment.

This is a prime example of why estate planning is important and why it is always important to review not just estate planning documents like wills,...

My mom is a caregiver for development disabled adults. One of her clients injured her on the job! What should she do?

I am not exactly familiar with CO law on this subject, but I have done some workers compensation related work in the past. Because your mother...