Changing trust?

Updating a trust should be a routine part of life and a low-cost event as compared to creating a plan. But I am curious: Why would you like an...

Hows does a trust agreement work?

You need to take the trust document to an attorney and get an opinion, as well as the deed to the house. There are literally infinite variations of...

If you just found this out, then you probably are not the executor yet, but are nominated to be it. Sounds more like you have learned or been...

To do so would probably be a crime. Even if your father has appointed/given you power of attorney, transferring his money to your account is...

It depends largely on the terms of the trust and the type of assets held, but four months is nothing. Just for instance: the Trustee must assure...

Can a Power of Attorney create and fill out A Transfer on Death document in Illinois?

It depends on what the power of attorney document says. The general rules is that an Agent under power of attorney does not have the power to do...

Bruce's answer is excellent. I would simply add these simple thoughts: teamwork, and check and balance. When the Trustees and guardians are...

How do I find out if I am a beneficiary in my Aunts Trust?

Ask. You won't be any worse off than not asking. You might find out that they are just working on getting things arranged (property appraised, life...

If POD dollars are redistributed would it then be considered a taxable gift instead of an inheritance.

This is a classic situation in which someone without good advice does something to "simplify" the distribution of their estate and in the process...

My father died in April of this year and my uncle took it upon himself to get money from my father's accounts how was that done

Has uncle done anything good, bad or otherwise with the funds? Is there any harm? Might father have wanted uncle to secure control of the money for...