What happens if a IRA account is not listed in a trust, but the will states the executor receives all personal property?
Nancy's answer
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Answered on November 30, 2017
An IRA account will not be listed in the schedule of assets because it cannot be "owned" by the trust. The IRA passes by beneficiary designation,...
Can the same person be the POA and the POD for a relative's bank account? POD or living trust, which is better?
Nancy's answer
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Answered on November 14, 2017
The POD names a beneficiary of an account. It would pass outside of probate, just as property in a living trust would. The trust is appropriate in...
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Will or intestate?
Nancy's answer
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Answered on November 13, 2017
The real cost will come into play after the death of the survivor of them. As the other attorneys have stated, your parents' estate will cost...
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I am the beneficiary of the will but the property is low value do I file a petition for the property?
Nancy's answer
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Answered on November 13, 2017
Sounds like you've got the inventory and appraisal, so, yes, if 40 days have elapsed since the decedent's death, you (or your attorney) can file...
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In CA, my husband has a trust. I have no access to his trust. Will i have to pay any debts when dies?
Nancy's answer
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Answered on November 12, 2017
The answer to your question depends on several factors, including whether the debts are community or his alone, whether there is community...
Yes he is also a beneficiary? the trust said divided equally. but isn't the name of the trust important?
Nancy's answer
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Answered on November 12, 2017
It appears that this question is a reply to Mr Elkins' response in the question "What if on order to appoint successor trustee the name of trust is...
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How do I get my uncle will that was left for my sister and myself?
Nancy's answer
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Answered on November 12, 2017
Your cousin is required by law to lodge the will with the court and to provide you with a copy. If you want to enforce your rights, I recommend...
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What kind of power of attorney would I need for medical and real estate? Is there a general one that protects everything?
Nancy's answer
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Answered on November 11, 2017
I'm so sorry about your illnesses. You are smart to address these issues while you have the capacity to do so. As others have explained, there is...
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Am I disinherited?
Nancy's answer
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Answered on November 11, 2017
Your father's cohabitant has made her intention clear and you will most likely get nothing unless you hire an attorney to review the documents....
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How long must I wait to see a copy of my mothers trust? Is four years after her death a bit long?
Nancy's answer
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Answered on November 05, 2017
Under the law, you were entitled to see a copy of the trust after your mother's death, as Mr. Shields explained. Sounds like your brother is very...
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