My uncle passed away in Missouri, August 2012. He had no children. A "will" was discovered in safe deposit box. It was not a

Wills are subject to state law requirements. If the Will is handwritten, many states will accept it as valid. However, even if there is no Will,...

I believe the gift tax exclusion amount is unified with the estate tax exclusion amount, making it $5.25m per person in 2013. Additionally, the...

Adult unlicensed grandson took car without permission and wrecked it tried reporting stolen but was told because he lives..

This whole thing seems pretty fishy. You should definitely speak with an attorney about how to protect your rights. Even if the state does not...

In general assets designating a beneficiary pass outside of both probate (the Will) and the trust. Assets that are titled in the decedent's...

California What needs to be filed to Probate a Will

You really need an attorney to help you out on this. However, as a general matter, if there is a trust, the Will will likely be a "pour over"...

My father set up a special needs trust for me (I am disabled.) He has deteriorated mentally, and may need a nursing home.

You will need to verify that the power to fund the trust is allowed by the document or by state law before making the actual transfer.

Can I file for taxes? Do I have to?

If you can't pay, you may incur penalties and interest on the unpaid amount beginning on Apr. 15. However, if you don't file you ALSO incur a...

Calculation SSA disability income for taxes

You are a "cash basis" taxpayer so when you receive the cash, you pay the tax. This means that your SSDI will be taxable this year. Your...

You should contact the bank to make sure that a POD (Pay on Death) form was not completed naming beneficiaries. Assuming that this was not done,...

How do I obtain legal guardianship over my mother?

If you believe your mother requires nursing home care, you may want to speak to someone about Medicaid eligibility too. Medicare does not pay for...