On one of the IRA's he left in the trust for us to divide equally, he also put my brother as beneficiary on the IRA paperwork.
Becky's answer
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Answered on August 17, 2021
A beneficiary form trumps a trust or will. So whomever the form states is the beneficiary is the person or entity that will inherit that asset....
Living Trust - Does a successor trustee named need to sign the living trust document ?
Becky's answer
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Answered on April 03, 2018
A Successor Trustee need not sign the original trust document. However, once the Successor Trustee starts acting as the Trustee, they should sign...
If my spouse dies, do I have ownership of his home even though I am not on the deed or does it pass on to his adult children ?
Becky's answer
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Answered on April 03, 2018
If he purchased the home prior to your marriage, and never added your name to the deed, it will likely be his separate property. How it passes will...
Archived
Can I avoid probate?
Becky's answer
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Answered on March 29, 2018
My condolences for your loss...
To determine the value of the home, go to the county assessor's site to research the assessed value of the home,...
Archived
Estate Payments and Liability for Outstanding Debt When Someone Passes Away.
Becky's answer
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Answered on October 28, 2015
Was a probate opened in New Youk and/or Arizona? If you mom had assets, a probate should have been opened and all known creditors should have...
Archived
What can I do about someone using a restraining order as retaliation and to force me from my own home?
Becky's answer
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Answered on October 08, 2015
You have one year to file for a hearing regarding whether the Order should be enforced. Once you apply for the hearing it is usually scheduled...
Archived
Boyfriend's father has taken out over 15 credit cards in family member's names. What do we do?
Becky's answer
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Answered on October 08, 2015
I agree that the proper people have to take actions. Steps include, contacting credit card companies directly and reporting the fraud (family...
Archived
What kind of attorney do I need?
Becky's answer
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Answered on October 08, 2015
I agree with Scott. You need to have a Qualified Domestic Relations Order (QDRO). Many family law attorneys do not prepare these documents so when...
Archived
What is the process for filing a Rule 32
Becky's answer
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Answered on October 05, 2015
If you are referring to a criminal post-conviction relief petition, based on the information you have provided, notice must be filed within 90 days...
Archived
Executor Misconduct: Can an executor use estate assets to harm a beneficiary?
Becky's answer
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Answered on September 30, 2015
Each state has different rules regarding the probate process. First, hire an attorney to review all documents (lease agreements, will, etc.) and...
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