Archived
I am transferring a death Benefit IRA into new Rollover IRA Benefit Account do I need to get a new EIN or any document?
Kevin's answer
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Answered on March 22, 2016
I agree with the answer above. When transferring IRA's, the goal is to maximize tax-deferred growth for as long as possible. i would talk with a...
Archived
How do I cancel a will without making out knew one?
Kevin's answer
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Answered on March 10, 2016
I agree with the prior answers. Generally, you can revoke a will by (1) destroying the old will, (2) creating an entirely new will or (3) making...
Archived
How should be proceed with a will, trust, and executorship? Can trust with asset appraisals help protect each family member?
Kevin's answer
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Answered on March 03, 2016
If your parents lack capacity to make a will or trust, it won't be effective. The prior response is correct in that you may have to initiate a...
How do I prove I am the executor of an estate?
Kevin's answer
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Answered on February 29, 2016
A properly executed Will showing that you were named executor should be sufficient to be appointed as executor. Typically, after a death, the...
Archived
What do I do? Just want to make sure wishes were followed correctly.
Kevin's answer
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Answered on February 22, 2016
Things like bank accounts and IRAs are governed by beneficiary designations or pay-on-death designations. If the beneficiary designations were not...
Archived
Is this just a normal will clause that's always entered in to a will..? >>>>
Kevin's answer
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Answered on February 19, 2016
I agree with the prior answer... it would be difficult to say for sure without knowing the specific circumstances of your Aunt's estate plan. ...
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