Archived
Will anything that was willed to my adult kids be assessed for value and that amt be deducted from my 1/3 of the estate?
Karen's answer
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Answered on February 18, 2016
If the "statement" bequeathing your daughter the piano is an integral part of the trust, then it is considered a specific bequest and comes out...
Archived
What is the minimum information required about an individual beneficiary (person) to list in a LT? Name? Address? DOB? SSN?
Karen's answer
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Answered on January 31, 2016
I agree that the minimum information required is the amount of information necessary to clearly identify the intended beneficiary and distinguish...
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