What paperwork do I need other than the Will and how do I take over the Mortgage payments?

Hello, Upon the passing of your Grandmother, you would need to go to the county recorder's office where the property is located, with an...

If I am named in the cash part of the will and then in the codicil as well from Morgan Stanley Is that additional money?

Hello, A codicil is an amendment to the Will. Without reviewing the Will or codicil, we cannot offer an opinion. It is recommended that you...

Hi I wanted to know know what would be the cost and things I need to provide for a will and living will/trust ?

Hello, Please contact your local county bar association for an estimate on the standard cost to do an estate plan in your county. The best...

Does a beneficiary to a trust have the authority to demand that a court appointed trustee produce an accounting of the trust?

Hello, Generally, beneficiaries are entitled to a yearly accounting. If you are a named beneficiary in the trust, you should be entitled to an...

Can we claim our share from the time we first requested the will? Doesn't the executor have to provide the will to all heirs on

Hello, Below is a link that provide information on the probate process in NM. If you have further questions, it is recommended that you consult...

Traditional IRA distribution ?Is this a rollover. If a rollover done 11/2015 can you take a distribution in 2016 anytime?

Hello, If you are 59-1/2 then you should be able to start taking distributions.

What obligations would my dad still owe his brother ? How should he proceed with settling the estate?

Hello, The farm is still owned by your dad and brother. Your dad may try to get reimbursed by his brother for his portion of the taxes and fees...

If I remarry and my husband is a veteran and he had a first wife, what happens if he dies?

Hello, Texas is a community property state. You should not be responsible for any debt before you marry, but may be responsible for debts...

Can I get my sister's pension if my brother-in-law dies

Hello, No, since your brother in law received the pension, he owns it and can distribute it in his estate plan.

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What legal action can the POA do to stop them from her family taking over the house and land?

Hello, Generally the agent of a POA cannot resign without finding a replacement. It is stressful, but the father placed confidence in his son...