How do I get a letter of appointment for a relative who died out of state and named me the beneficiary of his stock worth $2000?
Ilene's answer
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Answered on June 15, 2021
I am so sorry for your loss.
You will need to contact an attorney in Wisconsin. In Arizona we have a small estate process. Hopefully...
Probate and estate after divorce and death of exspouse?
Ilene's answer
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Answered on June 07, 2021
I am so sorry for your loss and the loss to your children.
I strongly urge you to find an attorney to represent your interests, and the...
Is there such a thing as a potential management agreement for a business?
Ilene's answer
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Answered on June 01, 2021
Thanks so much for your question.
Because there so many matters to consider, it is a good idea to begin to draft the agreement right now, before...
Do assets in a joint revocable living trust get a full step-up in basis when the first settlor dies?
Ilene's answer
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Answered on May 25, 2021
I am sorry for your loss.
Just so you know, there are no online forms to fill out estate income tax returns. There is an important reason for...
My deceased Mom had a revocable trust. Is Mom the responsible party I put on the EIN form? There are 3 co-successor trustees.
Ilene's answer
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Answered on May 25, 2021
I am so sorry for your loss. Although online forms seem simple, they are not. You may be making choices, that you don't understand. Just from...
If I’m incarcerated, how do I go about getting my inheritance?
Ilene's answer
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Answered on April 23, 2021
The best advice is for him to hire a lawyer. There are special problems which can arise with beneficiaries who are incarcerated. Only a...
Should I be too concerned with statues of limitations in a finalized probate matter where there was fraud committed?
Ilene's answer
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Answered on April 22, 2021
I agree completely. You must contact a probate litigator immediately!
How can I split the sale of my moms house with my other 2 siblings easily, I was solely on the deed?
Ilene's answer
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Answered on April 09, 2021
Thank you for your question.
Although you will have to have an accountant file a gift tax return for you, there will probably be no gift tax due. ...
What would it take to get my name on my father's house title?
Ilene's answer
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Answered on April 05, 2021
I also strongly urge you to take your father to a qualified estate planning attorney in your area. The attorney will advise you what to do. A...
How do I claim property on behalf of a deceased relative? Do I have the right to make a claim?
Ilene's answer
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Answered on April 05, 2021
Mr. Hodges' answer is correct. However, I strongly urge you to contact any other family members who might be entitled to a portion of the claim. ...