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Stepchildren in California are not legitimate heirs. All money in IRA earned during 23 year marriage. How can stepchildren be?
Anna's answer
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Answered on April 05, 2021
A question with very similar facts has been posted at least two other times in the past day or so. All of the responses to the other questions are...
Archived
How can I withdraw my father money from my father bank account I am his only son
Anna's answer
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Answered on April 05, 2021
Were you an authorized signer on the account or a joint owner of the account? If so, you have the ability to withdraw the funds. However, if this...
I am listed in the will and living trust as the sole trustee or inheritors of all his assets. How can a stepdaughter inherit
Anna's answer
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Answered on April 05, 2021
A will or trust does not control who inherits an asset that has a beneficiary designation. As counsel has already mentioned, IRA's do not require...
Can I be the sole beneficiary, even if my husband did not name me, as beneficiary on his IRA that originated from his Erisa401k?
Anna's answer
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Answered on April 04, 2021
If he had kept the funds in a 401k, then you are correct, he would have had to have you sign a waiver in order to give your daughter the entire...
What happens with commercial property tax when owner recently died property hasn't been transferred to beneficiaries name?
Anna's answer
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Answered on April 04, 2021
This is not a simple process. If your mom's property was held in a trust, the property will pass to the beneficiaires that she named in the trust....
Archived
If I have no personal property or own nothing to my name, what is the cheapest, easiest way to have my final wishes done ?
Anna's answer
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Answered on April 01, 2021
It depends on what you mean by "final wishes." If you want certain assets to be given to certain people or charities, you need to sign a will...
Archived
My mother just died can I use her money to pay her bills?
Anna's answer
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Answered on April 01, 2021
Are you on the account with your mom? Or were you an authorized signer on the account? If it was a joint account, that money is now yours and not...
My brother died do half siblings get the same share?
Anna's answer
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Answered on April 01, 2021
Half siblings inherit at the same level in the same percentage as a full sibling.
My mom passed last Sept and my dad says they have a trust and has assigned POA to my brother only. This is a bad idea.
Anna's answer
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Answered on April 01, 2021
I think you are confusing a power of attorney with a trust. A power of attorney is only effective while a person is alive. It allows the power of...
Archived
My father is married to two different women, one in California, and the other in Arkansas. My father died , who takes president?
Anna's answer
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Answered on March 30, 2021
If your father never divorced his first wife, they are still legally married. The marriage to the second person is not legal. If this is the case,...
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