How do close out IRA's from B of A for a deceased family member

I recently ran into a similar problem at Wells Fargo. I resolved it by writing to the General Counsel (chief legal officer) and requesting that...

If Pennsylvania law is like California law, a "letter" won't be sufficient. You will need to file a petition with the probate court (I believe...

My mother is the sole borrower on the mortgage to her home. She is dying; will mortgage holder demand payment of entire loan?

I agree with Mr. Michie and not Ms. Mains. The mortgage lender cannot legally demand that you pay off the loan unless you fail to keep the...

What can you do to insure kids from a previous marriage get a share of your present estate?

Although Mr. Lively's answer is correct as far as it goes, if you really want to ensure that children from a previous marriage get a share of your...

I'm sorry about your husband's death. Since you say there is a home mortgage and no estate, I'm assuming that title to your home was either in...

Husband owns his own business and has named his secretary as the Trustee to HIs Irrevockable life insurance Trust, concerned..

Depending on what the assets of the trust are and how extensive the administration would be, your husband's secretary might be the best person for...

My mother in law just died. What state should we open an estate in? The state she resided in or the state she died in?

I'm sorry about your mother-in-law's death. The estate should be opened in the county and state in which she resided. The information you...

Can I do anything without paying a lawyer to make my sister move on Trust distribution?

This is another example of why it is a poor idea to use a family member trustee instead of a professional. You can file a petition to compel an...

My brother has controlled our mother's money post & prior her death & now he told me I was totally cut out of the will.

I'm sorry about your mother's death. I suggest that you initiate a probate proceeding in Texas. If your brother does have a will cutting you out...

I suggest you direct the manager of that post office to look at Postal Operations Manual section 612 "Delivery of Addressee's Mail to Another" and...