It might also be helpful (as the trust might have been created under a will) to check the records of the county where he passed away. That might...

Is it possible that the beneficiary designation states that it is to go to her estate or to the "personal representative" of her estate. That is a...

Most states have a specific legal mechanism that will allow you to compel an accounting, and to dispute any irregularities before agreeing to a...

Size of Paper?

I agree with my colleagues' and would add that how property is owned (jointly or with a beneficiary designation) can often trump what's in the will...

Attorney Rabin is correct. I'd only add that sometimes, when there is no executor appointed (because there is no will or it failed to nominate an...

The technical answer (based on a Pennsylvania case) is that the state has successfully sought reimbursement for certain expenses from a child and...

My father gave me property 4 years before his death, is inheritance taxes due? ?

You or your counsel should also review the deed to be sure that the transfer was not subject to a "retained life estate." In that case, the deed...

What is the best to use a will or trust ?

Mr. Fromm's answer is excellent. I would simply add, that if you are a Pennsylvania resident, that the use of a revocable living trust rather than...

There are really two issues here. The first is are you entitled to reimbursement for past work and for future work if he returns. The second is...

Accounts held in an individual's name and in trust for beneficiaries will be subject to tax on the entire amount. The tax rate for children will be...