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VA advised I send them a small estate affidavit so that I can claim my father's insurance policy. Problem being he owns a house
Kristin's answer
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Answered on July 22, 2015
What kind of insurance policy is this? If it's life insurance, of which you are the named beneficiary, you shouldn't need to provide an affidavit -...
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Wife died. can i make changes to our revocable trust/ is there any way the executors have access to my bank accounts/
Kristin's answer
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Answered on July 20, 2015
Just to clarify: "executor" refers to the person that oversees the disposition of someone's property after they die, pursuant to that person's...
Archived
How can I obtain information regarding the amount of money my estranged husband recently inherited?
Kristin's answer
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Answered on July 02, 2015
You could also serve him with interrogatories, which he may or may not answer truthfully. Another option is to propound discovery on the...
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Irrevocable trust: When one grantor dies, then that half of the trust becomes unchangeable.
Kristin's answer
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Answered on June 29, 2015
The funds MUST be distributed pursuant to the terms of the trust. If this was a joint living trust by spouse's, then most likely the dead...
After my mothers death her bank has locked all her banking accounts, how do I get them released?
Kristin's answer
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Answered on June 29, 2015
If your mother had less than $150,000 worth of assets, your sister will be able to get the funds released using an Affidavit of small estate. ...
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Does a Death Certificate from Abroad entitle illegal wife to his car?
Kristin's answer
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Answered on June 26, 2015
I believe you'll also need to obtain a Consular Report of Death to confirm the death, given it was in a foreign country. ...
Archived
What can I do? Do I have a case?
Kristin's answer
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Answered on June 24, 2015
You may also want to contact the San Joaquin Human Agency Services and see if they might be able to provide assistance either through their Aging...
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When is a court order finalized, and does a court order for beneficiary distribution override IRS levy?
Kristin's answer
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Answered on June 22, 2015
You need to wait for the signed Order for Distribution to pay the attorney.
As to the IRS levy: if the IRS was not a creditor within the...
Archived
What assets should be put into a by pass trust - faster appreciating, or slower appreciating and why
Kristin's answer
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Answered on June 22, 2015
With this size of estate, you need to be working with an estate planning attorney on funding these subtrusts. A lot of other details need to be...
Archived
How can I get my inheritance?
Kristin's answer
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Answered on June 19, 2015
Grandfather cannot "take you off" grandmother's will. If grandmother had a will naming you as beneficiary, you should retain an attorney to pursue...
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