You said your son was POA and Trustee in your original question. If there is no Trust, when your younger son gives 1/2 (or a portion) to his...

POD only covers cash. If you have any securities like stocks, bonds. mutual funds, you want a TOD so there's no capital gain tax on the transfer.

You are confusing terms. A POA does not control the Trust. Only the Trustee does. You should use a POD or TOD to the Trust. Please have an...

As a Florida estate planning attorney, I can tell you one deed is sufficient. You can do an enhanced life estate deed giving a life interest to...

The Trust will not be the beneficiary of the settlement, the estate would be the beneficiary of the settlement and so you would have to open a...

You need to contact (and probably hire) a probate attorney in Alabama as the laws differ from state to state. If your partner was a Florida...

Mr. Glick's answer is correct and complete. You need to hire a probate lawyer who litigates in the circuit where the deceased was living at the...

Attorney Gunthert gave you the best answer. if you add your sister-in-law's name to your deed it may be deemed a taxable gift, and you would need...

Did the Executor also have a durable power of attorney for the deceased? If so, did she move the funds to benefit the decedent? If so, let her...

Who would name you "administrator" if not the court; however, you may qualify for estate without administration. You will need to discuss this...