Archived
My grandmother died a few years ago and someone called my mother about a year ago and said she was left some funds behind for us
Edward's answer
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Answered on January 26, 2015
Sounds like identity theft to me. Was your grandmother's estate probated? If so, check the probate file that is part of the public record in the...
Archived
Generation-skipping trust
Edward's answer
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Answered on January 25, 2015
Basically the financial advisor is more correct. If this was a generation skipping trust the assets would not have been included in your father's...
Archived
How do I reconstruct my annuity income?
Edward's answer
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Answered on January 25, 2015
It is impossible to tell what you are asking. Annuities are paid via beneficiary designation, so they don't go through probate. The payment from...
Archived
My partner in life did not have a legal will. He assigned me as beneficiary to an annuity, Can that be contested by his children
Edward's answer
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Answered on January 20, 2015
Anyone can contest anything.Doing it successfully, on the other hand, is much more difficult. It is highly unlikely they could win.
Archived
Informal Probate question
Edward's answer
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Answered on January 20, 2015
Please don't assume that because Wisconsin is a community property state that your step-father is entitled to anything from your mother's estate....
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I am guardian for my Aunt who is in a nursing home. Her adult son who is on disability lives at her home. Do I pat for taxes
Edward's answer
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Answered on January 15, 2015
This may hinge on whether she has expressed an intent to return home. If she has (even though there is no way she can) she is allowed to keep her...
Archived
I am from Wisconsin, when should a will be motorized?
Edward's answer
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Answered on January 13, 2015
For a will to be valid in Wisconsin it has to have two witnesses. So you can toss that one out. A will does not need to be notarized. If it is...
Archived
Can a beneficiary of a traditional IRA cash out and put the money elsewhere without a penalty?
Edward's answer
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Answered on January 13, 2015
The rules are quite straight forward. Regardless of your age you can take as much of the IRA out without any early withdrawal penalty. This is...
Archived
If I live in Wisconsin and my spouse dies who had a bank account that was held by them only what do I need to do to transfer $
Edward's answer
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Answered on January 13, 2015
As long as your wife's property that was in her name alone is less than $50,000 you can use a transfer by affidavit. There is no need to record it,...
Archived
How can I make this legal?
Edward's answer
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Answered on January 12, 2015
As a Wisconsin attorney I agree with the answers from the two California attorneys. Attorney Weinstein's approach is the correct one. You are going...