I'm sorry for your loss. A will generally only governs assets which (1) are not in a trust; (2) do not have a beneficiary designation; an (3) do...

How would I set up a trust for my grown grandson?

In general, I always recommend sitting down with an estate planner before undertaking something like this. There are many variables that you may...

My dad passed away and did not leave a will or anything for me to take care of his financial accounts how do I get access?

I'm sorry for your loss and your troubles. I agree that you may need the assistance of a probate attorney, as it sounds like there may be more...

This is a good question. I know this is a common issue, but I've never heard of anyone running into problems because of it. The financial...

Your current counsel is explaining what would be considered the "best practice" for a number of reasons. When money goes from a trust to a...

Mr. Rushforth's response is comprehensive and accurate. Just consider that the trustee does not want to be in a position where all the funds are...

Sorry for your troubles with your uncle. Yes, generally a beneficiary is entitled to a copy of a trust. This can be limited by the trust...

I'm sorry for your loss. Mr. Reed is correct. The Court on its own will not make you leave just by virtue of the fact that your mother passed...

I'm sorry for the hardship you are experiencing. Getting a distribution from a reluctant trustee is not a unique problem. However, the...

My boyfriend died and he was going through a divorce and he bought me a car which he makes payments on and we have a contract

I'm sorry for your loss. If the divorce was not finalized, and if no decree had been entered, then the wife has all legal rights of a spouse,...