I need advice about the validity of a handwritten document upon my death.

My colleagues are correct. You will have peace of mind and security in knowing that your final wishes should be followed if you have a will (and...

Do I need to acquire an attorney to protect my gifts from my deceased aunt who left me as a heir in her Will?

Estate distributions take time to process. The estate must give creditors a chance to place claims for indebtedness. If you are still concerned,...

What does share and share alike with reference mean?

"Share and share alike" generally refers to equal shares. In there are five beneficiaries, it would mean that they each get a 20% stake.

My father died. He inherited a house from his aunt but never got his name transfered on the deed. Am I entitled to this property

Based on the information provided, you would be entitled to the property. You'll have to go through the probate process to get title from your...

Is it ok or common for an attorney-executor to want to visit my apartment once, while I'm still alive? Thank you.

I don't see anything wrong with having your attorney visit your apartment, once. There may be a good reason for it, as Mr. Frederick mentioned. ...

Transferring real estate from parent's living trust to child and using gift tax exemption

Mr. Fromm is correct. You need to be very careful in how you do this. The carry-over tax basis versus the stepped-up basis for tax purposes. ...

My mother passed 4 years ago and we finally sold her property. She had a revokable living trust that names me as the trustee.

Its a relatively simple process to get a tax ID # for the trust and to open a bank account for the trust. However, the responsibility of...

As the executor of a living trust in California, can I close out my uncle's estate without the assistance of an attorney?

Your facts are a bit confusing. Executors have to do with probate estates and trustees have to do with trusts. Do you want to close the probate...

I am a trust beneficiary. I calculated bank and adviser fees that are 40+% of the total principle over 30 yrs. Is this fair?

Mr. Mason has provided you with a very detailed analysis of your scenario. I would only add that if you have issues or if you believe that you...

Dad & Mom had a living trust dividing house with 3 children. Can 1 child force others out then force sale of house by court?

Based on the situation, as presented, I am not sure whether the co-trustees have sufficient authority over one another. As for forcing the sale,...

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