I am executor and heir with JWRoS on bank accounts do they have to be distributed if the will said share and share alike?
Colin's answer
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Answered on January 19, 2018
If the JWROS accounts are needed to pay debts then you should be entitled to 50% of the account and the other 50% would go to the estate.
If on a parents life insurance policy they had no beneficairy are you legally required to list all children for funds?
Colin's answer
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Answered on December 13, 2017
If your father had a Will, you will want to check if there was a testamentary trust built into the Will that would hold the inheritances until the...
Archived
Can i?
Colin's answer
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Answered on November 17, 2017
If you are considering applying for Medicaid to pay for nursing home care, your primary residence will not be counted as an available resource - so...
In the state of North Carolina can you name both your children as co-executors in your will ?
Colin's answer
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Answered on November 06, 2017
Part of the answer to your question involves where your children live. A co-executor living out of state will require establishing a resident...
Archived
Due to inherit parents property - should I have a will?
Colin's answer
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Answered on October 04, 2016
You may also want to consider encouraging your parents to establish a Revocable Living Trust that could pass along assets without a public probate...
Can I use my POA to make my mom's brokerage account TOD?
Colin's answer
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Answered on September 26, 2016
I agree that the language in the existing Power of Attorney seems very broad. It is not uncommon for financial institutions to reject a POA request...
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