Who is the trustee of the trust? If you are a beneficiary, the trustee has a duty to give you a copy of the trust and a periodic accounting. If...

How remove my name as beneficiary from a payable on death account ?

You might be able to go to the bank and explain the situation to them. If they insist on doing things the way your mom wants, you can always...

Is there any way around having a written will?

Byron gave some very good and creative advice. Courts are more and more insistent on only respecting wills that follow statutory execution, so I'm...

If an executor send a sum of inheritance money (that was to be divided among 2 brothers) to one of the brothers.

Both of the answers above give good advice. First of all, if the amount you are transferring to your brother is less than $13,000, or $26,000 if...

Is it a conflict of interest if the trustee is the sole beneficiary of a trust?

In Florida this would be an invalid trust, if the only beneficiary is the trustee. The principle of a trust is the separation between legal title...

My husband just passed away we married in 2006 my name was never put as a beneficiary on his retirement just found out when

If this is an Erisa plan, the surviving spouse must be the beneficiary of the plan. You need to see a lawyer about this to advise you of the...

Trust Question

After the sale of the home by the trust, the trust can be funded with the sale proceeds, so it may very well continue in existence. You should...

Grandma died in 2004 and left me as beneficiary to receive certain percents of assests, but left Grandpa independent exeutor.

Your question is not very clear. In any case, your grandmother's estate is different from your grandfather's. If she specifically included you as...

My husband left a handwritten will witnessed by two friends. His children from his first marriage are contesting the will.

It's unfortunate, but sometimes even when you are right and the law is on your side, it is just more practical to settle so as to move on. As the...

What can happen ?

If the issue is the use of the personal credit card, I don't see that as a problem at all. Everything should be clearly documented, not just...