Archived
My Boyfriend has me as his beificiary on his assets. Also joint savings . Do I have complete access to everything if he dies?
Charles's answer
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Answered on August 13, 2010
I agree with the prior answer, but I would also encourage your boyfriend to have an attorney draft some simple estate planning documents to cover...
Archived
What price does heir pay for auto left to the estate?
Charles's answer
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Answered on August 13, 2010
Generally, no cash would change hands, provided there are sufficient other assets (bank accounts, etc). Instead, you would take the car and...
Is it illegal for a married couple to file taxes separately as "single" or "head of household" status.
Charles's answer
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Answered on August 13, 2010
You should only filed "married filing jointly" or "married filing separately", and failure to do so could result in some fairly significant...
How long after death should the trustee disburse the assets?
Charles's answer
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Answered on August 12, 2010
I mostly agree with the prior responses - this is way too long, unless there are some provisions in the trust which provide for a special needs...
Archived
The executor of my parents trust ignores requests for a copy of their trust to be provided to all family members.
Charles's answer
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Answered on August 12, 2010
There are some fairly complex issues here and you should get with a local estate administration/probate attorney immediately to discuss your...
Archived
How can we view a will after the person passes
Charles's answer
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Answered on August 12, 2010
If an executor qualifies (or probates the will without qualification) the will becomes a public record and will be available at the local...
Archived
What speciality from avvo's list should we check to find a lawyer to to help us?
Charles's answer
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Answered on August 12, 2010
I would suggest you search "Estate Planning" in your area and review the results. If you are concerned the attorney will not be willing to do...
Archived
Can my mother exclude me from her will?
Charles's answer
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Answered on August 12, 2010
While I am not a MO attorney, the general rule is that parents can always disinherit their children so long as they are legally competent. As Mr....
Can I cash a check made out to my mother's estate without probate if I am the sole heir?
Charles's answer
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Answered on August 12, 2010
The attorney correctly made the check payable to the estate, and while you may not have needed to probate your mother's estate due to the lack of...
Annuities with death clause part of the estate?
Charles's answer
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Answered on August 12, 2010
I agree - if a beneficiary is named, the annuities are not estate assets. However, Mr. Zichi touched on a good point about how the elective share...
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