What kind of professional can help a lovely old lady understand the details of a living trust that has already been finalized?

Hello, An attorney is the best professional to assist your Mom to understand the terms of the trust. Please note that attorneys provide...

Hello, Generally until the property is probated and title transferred to your names, your Dad's estate is still responsible. The laws in Texas...

Can my new wife inherit my Iras in the event i die? My two kids are beneficiaries on one ,she on the other.

Hello, Whoever is named as beneficiary on the IRA will inherit the money. If you want your children to take should your new wife pass, then put...

How can a Traditional IRA be split fairly 5 ways when there are only 3 beneficiaries listed.

Hello, Please note that the beneficiary designation on the IRA would take priority over the bequest in his Will.

If my brother has been designated POA for our mother and lives in another state, is it possible for me to also be POA?

Hello, If your mother still has mental competency, and if she so desires, she can name you as co-agent of her POA. It is really up to her.

Sibling stole newer wills using from 1969

Hello, Need more information to understand your request. Please repost.

When I create a will forming a trust upon death how do I list that as my beneficiary on my 401K, Bank CD's etc.?

Hello, You need the proper language inserted into the Will to create the testamentary trust and to insure it is done correctly it is worth...

CA settling a trust

Hello, It is highly recommended that the beneficiary consult with their accountant. Good luck

Hello, If it is just for the care of your son, the funds may be accessible only by the custodian. You may need to show to the custodian the...

Can a sibling that was appointed personal rep of my brothers estate sell his house without notifing his other siblings.

Hello, To clarify, your sibling was appointed personal rep by the probate court because there was not a Will? and you are beneficiaries of the...