What paperwork should we have in place to allow him to get the tax break and protect our rights.Suggestions would be appreciated

I first have to make some (possibly incorrect) assumptions: (1) you are referring to a Living Trust rather than a Living Will; (2) the last deed on...

Mom passed away from cancer oct 2012 she was 46 she had cancer for two years and had life insurance.

Roman Aminov's answer is more complete - the proceeds from insurance could pass through the estate. As a practical matter, the spouse is usually...

How do I deal with a bank that is trying to force me to probate a will unnecessarily in order to close a bank account?

If the wife was removed from the account, then a probate would likely be required in order to force the bank to provide information or take action...

There is neither a minimum nor maximum value for probating a will. Sometimes, probate can be avoided but it depends more on the character of the...

I am a Texas attorney and CPA; however, the answer to your question happens to be the same in IL as in TX. There are two ways to go: (1) have the...

Deceased unmarried single parent left no will. How does only child who is adult get her money out of bank?

Often, the financial institution will accept an "Affidavit of Heirship" to prove the identity of the sole heir. I assume "only child who is adult"...

Several issues raised in your post. Q: How does the Attorney know how much value to place on estate assets? A: There are two places values...

TX Mom died 3 years ago, no will no probate, had two properties, 3 heirs, youngest sister put house in her name.

Much of the answer depends on what your mother did with title during her lifetime. It sounds from your description as though the property was held...

My aunt and I are co-owners on a checking acct. Do I retain ownership after she dies ?

The answer depends on the account agreement with the Bank. Typically, the answer may be found on the signature card. If the account is held with...