Archived
My question is in relation to a large distribution of will that has obtained probate. Is is possible for solicitors to finialise
James's answer
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Answered on March 16, 2013
I agree with Attorney Flammia that it may certainly be possible to make a partial distribution. The executor needs to maintain a reserve in order...
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Archived
Should I file To File Form 706, Form 8939, or Nothing at All
James's answer
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Answered on March 16, 2013
I agree with Attorney James, in relation to the estate taxes. But you should consult with a CPA or tax attorney to determine whether or not to file...
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Terms of an inheritance
James's answer
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Answered on March 16, 2013
You have not given us much information to work with. You can certainly disclaim an inheritance. Whether it makes sense to do so in your case is not...
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If my father passes, and my mother and him are separated, and the mother is homeless can my mother take the house?
James's answer
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Answered on March 16, 2013
I agree with my colleagues, but you have not given us enough information to answer your questions. You need to know if your father has a Will, how...
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How do I cash an insurance check that is in my deceased mothers name?
James's answer
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Answered on March 16, 2013
I agree with my colleagues, but it is not clear to me what your problem is. Have you taken the affidavit and death certificate to your bank? You do...
Archived
Brother passed, left IRA. Had trust. Who does the IRA belong to, the trust or siblings?
James's answer
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Answered on March 16, 2013
I agree with my colleagues. You need to contact the company holding the IRA and inform them of your brother's death AND your father's death and...
POD account title question.
James's answer
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Answered on March 16, 2013
I am very sorry for your loss. I agree with my colleague. POD (payment on death) and TOD (transfer on death) accounts designate beneficiaries to...
How do I get my sibling out of my deceased father's house so I can probate it and sell it?
James's answer
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Answered on March 16, 2013
I absolutely agree with Mr. Haber. I do not see any way you can do anything about this without an attorney. You need to have an estate opened and...
Archived
How can I go about selling my part of an inheritance? The will has been probated, but dragging on.
James's answer
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Answered on March 16, 2013
I can sympathize with your position. I am not sure as a practical matter how anything can be done, however. Unless the estate has more than enough...
Can I, as a conservator, hire an attorney to represent me out of the wards assets? WIsconsin.
James's answer
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Answered on March 16, 2013
I disagree with my colleague. I know of no state that requires you to pay for your own attorney, as Conservator. You are entitled to legal...
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