The answer depends on whether the account passes through her estate or directly to your son by way of a beneficiary designation. If through the...

I strongly advise you consult a Georgia-licensed estate planning attorney for trust questions. IDGT = Intentionally Defective Grantor Trust. It’s...

If your mother died owning IRAs with no valid beneficiary designation, most custodians’ default terms treat the IRA as payable to her estate,...

If your mother’s bank accounts weren’t retitled into her trust before she passed, they’re still considered part of her probate estate. Funding the...

While it might not be required, written consent from your brother could be a smart risk-management move for you as trustee. It is highly contextual...

Property titled solely in your spouse’s name will pass according to his will or, if there is no will, under the intestate succession laws of your...

Most lenders will not allow a trust to be the legal owner while the car is still under financing. Your children would not be personally responsible...

The standard Georgia statutory form "Acknowledgment of Service and Assent to Probate Instanter" does not contain language that waives rights as a...

If the trust was drafted to waive beneficiary rights to notification, accountings, and reports, the answer to all your questions could be "NO."...

Given the amount of time that's passed and the evasiveness of the executor, I recommend consulting with a probate attorney to review the probate...