Insurance/ Annutiy

Most annuities are "annuitant-driven" and pay the death benefit when the annuitant dies. The annuitant could be anyone, including the trustee, but...

Why would an inheritance be issued as a gift?

The sister was likely put on as a joint owner. I see CUs and banks do this all the time and it drives me nuts. The sister owns the account(s)...

The other attorneys are correct. The court in Kansas has jurisdiction. You should not delay in consulting an attorney as there may be statutes of...

I'm the only beneficiary on mom moms Ira ( not in trust name) I don't want it. My dad and moms trust indicate that all monies go

You can disclaim an interest in an IRA and it will go the next listed beneficiary, i.e. the contingent beneficiary. If there is no contingent...

Spousal trust

There would be a written document stating that a spousal trust has been created. The spousal trust needs to have its own EIN if it becomes...

My father and step mother had a living trust, he passed away several years ago. In the joint trust their assets to be divided

If I understand correctly, you father and step-mother had a trust and she amended it after his death to exclude his children. The original trust...

Is there a law requiring a Trustee and a Personal Representative to give beneficiaries a copy of a Will, and a Trust?

You are most certainly entitled to copies of both documents. The Will should be filed with probate court for safekeeping even if there is no...

Brother-in-law passed away. Legally separated from wife. No will. Condo valued at 8K in his name. Widow gets condo - right?

The answer is maybe no one is responsible for bills. If she does not want it, she can disclaim her interest in his estate which means the law...

How do i know if a sister had a DPA to sign quitclaim? would the lawyer who drew up thedocument. have proof? could i ask lawyer?

Start by looking at the deed. You can locate the deed at the register of deeds office in the county the property is located in. You may also be...

What is the law regarding a mortgage company taking over a 'vacant' home? Don't they have to notify estate executor?

It sounds like the mortgage holder has made some missteps and infringed on the rights of the estate. I agree with my colleagues regarding the...