Representation for real estate in multiple states, a probate situation and set up a trust. Can I find that in one attorney?

It is possible to find a suitable attorney to assist you who is licensed in both FL and TN. I'm aware of a few myself.

What are the rules for RMD on an IRA in the year of the IRA holders death?

Your mother, as the beneficiary, can take the remainder of your father's RMD this year and there will be no penalty. The IRA should not be...

Is it possible to assign an attorney in NC to distribute my remaining assets when I die ? If so, would it be very costly ?

In North Carolina attorneys as executors are generally allowed to collect a commission (maximum of five percent of assets, more likely limited to...

Asset Protection question

Asset protection planning overlaps with estate planning to a certain degree, and some estate planning attorneys also do asset protection planning. ...

If a will does not have a declarations for a beneficiary who died prior to the will holder does it pay to the estate of the bene

Many states, including NC, have a law called an "anti-lapse" statute, which provides that if a beneficiary named in a will dies prior to the...

My wife and I have a Revocable Living Trust. Each of our three children will share 1/3 of the estate.

It is also a good idea to have an attorney review all of your estate planning documents to see if changes in the law make updates advisable,...

How do I put a property deed that has me listed as JTWROS in my name when the lead owner passes?

Under the federal Garn-St. German Act, you are not required to either pay off the mortgage or refinance the property, although you may choose to do...

Gift Taxes

It's great to be in a position to be able to help one's parents. You and your wife will each be required to required to file a gift tax return...

The beneficiary designation for the life insurance controls over the terms of the will, so legally the funds will be belong to the beneficiary. ...

Dad died and willed my Mom 1/7th of a condo in Florida. Then my Mom died in NC. Do I have to probate her will in NC AND FL?

I know the legal process can be frustrating and expensive, and difficult to deal with after the loss of a loved one. However, it is necessary to...