My deceased grandfather had a brokerage account. The beneficiary is my mother who also passed recently. Who would it go to now?

Since both of your parents wills devised the asset to your mother, the assets is a part of your deceased mother's estate. Since it was inherited,...

My stepfather has power of attorney over my mothers assets; including medical and financial;

There is also an issue regarding the health care power of attorney. California law provides that if more than one health care agent has been...

Where do I go to find an answer to this question?

I agree with the previous answer provided. In addition I would add that even if the parents have properly and legally executed estate planning...

What if house in trust is worth less than is owed?

Another thought is to take a proactive stance and maybe improve the situtation. Knowing your mother wants you to receive the property, you might...

I agree with the prior two answers subject to only one caveat. Assuming the credit cards were not issued in your name and that you did not sign...

Difficulty transferring a loan

My immediate question is why are you wanting to "transfer" the loan to you. Normally a loan can't be called due to the death of the obligor, and...

DO ALL PEOPLE MENTIONED IN MY MOTHERS REVOCABLE LIVING TRUST HAVE TO HAVE A COPY FOR IT TO BE LEGAL?

While the trust remains revocable no one has a legal right to see it, and disclosing it to your brother or even you is a matter of your mother's...

My sister (the personal representative of the estate) sent my inheritance funds to my brother and he failed to release the funds

Key facts mentioned in your question is that: 1) No probate was involved and 2) the decedent lived out of state. That would indicate to me that...

Asset protection - Medi-Cal

You are on target. The best technique for achieving you goal is to transfer the home into an irrevocable trust (in the industry commonly referred...

If the decedent died in 2010, there are special rules controlling the issue of stepped up basis, and depends upon whether or not the surviving...