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Related Estate Law Questions
Morning, my husband and I have wills. Basic ones that should
Morning, my husband and I have wills. Basic ones that should one decease before the other the estate will go to him/her. I do have a daughter and in some instances she has percentages. My husband and … read more
Thomas Swartz
Thomas Swartz
Attorney
Juris Doctor
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I was divorced but my husband of 40 years had an IRA in my
I was divorced but my husband of 40 years had an IRA in my name Though his estate went to my children was I entitled to his Ira if my name was still on it.… read more
Barrister
Barrister
Attorney
Doctoral Degree
6,741 satisfied customers
Three months before my husband died in Missouri he and I
three months before my husband died in Missouri he and I together double checked that I was the only beneficiary on his remaining ira's our personal banker told us I was after he died there was anothe… read more
Christopher B, Esq.
Christopher B, Esq.
Attorney
Juris Doctor
6,314 satisfied customers
I live in State and was the beneficiary of my sister's IRA.
I live in Washington State and was the beneficiary of my sister's IRA. She died and I became the owner of the IRA. I was then married and named my wife as beneficiary. I am in the process of divorcing… read more
Christopher B, Esq.
Christopher B, Esq.
Attorney
Juris Doctor
6,314 satisfied customers
I have a similar situation where I am the designated IRA beneficiary
I have a similar situation where I am the designated IRA beneficiary for my ex-husband's acct. I live in Tx and he lived in CA. We had a QDRO specifically for this account which stated I would have no… read more
socrateaser
socrateaser
36,390 satisfied customers
My husbands mother died recently and left him a trust fund
My husband's mother died recently and left him a trust fund and a IRA, we have decided to get a divorce, we live in Georgia and I want to know if those funds are able to be split with me? Also, if I f… read more
Barrister
Barrister
Attorney
Doctoral Degree
6,741 satisfied customers
Hello, my poor husband is terminally ill with cancer and it
Hello, my poor husband is terminally ill with cancer and it looks like he will pass away in the next few weeks. We were married for 6 years, had two children together and then had a divorce. After two… read more
DamienJD
DamienJD
Attorney
Doctoral Degree
9,946 satisfied customers
My husband is terminal with cancer. His parents left him and
My husband is terminal with cancer. His parents left him and his 2 sisters with an IRA which all 3 collect monthly monies. When my husband passes, do I give up the money from the IRA or do I have a le… read more
Attyadvisor
Attyadvisor
Doctoral Degree
10,630 satisfied customers
My father passed away in August. He left a will. He was a
My father passed away in August. He left a will. He was a resident of TX. He had an IRA. He had assigned his children as beneficiaries of the IRA. He also had a spillover trust. The assignment of the … read more
Thomas McJD
Thomas McJD
Attorney
Doctoral Degree
3,170 satisfied customers
I live in Kansas (a community property state I think) and am
I live in Kansas (a community property state I think) and am married for the second time. I want my IRA's, annuities and CD's to go to my son by the previous marriage. My husband owns a large ranch an… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
My husband did his own trust and I dont know if he also put
My husband did his own trust and I don't know if he also put IRA in it. If my husband change benificiary 100% to his son, can file the claim? If yes, where I can file claim?… read more
John Legal
John Legal
Doctoral Degree
3,418 satisfied customers
My husband is in his later stage of cancer. I am the benificiary
My husband is in his later stage of cancer. I am the benificiary of all his IRA account. Now he want to change his son as benificiary. I live in DC. Is it allowed by DC law? Does spous get 50%?… read more
John Legal
John Legal
Doctoral Degree
3,418 satisfied customers
My wife died in December 2010. She left an IRA worth, at this time, between $50k - $60k.
My wife died in December 2010. She left an IRA worth, at this time, between $50k - $60k. The IRA is in the form of two mutual funds held by a broker. I contacted the broker and they told me I was not … read more
Law Pro
Law Pro
Doctoral Degree
19,000 satisfied customers
I want to create a living trust that upon my death will provide
I want to create a living trust that upon my death will provide for my current Wife, and upon her death insure that my assets go to my children from my first marriage. Can I create a revocable living … read more
Daniel P.
Daniel P.
Managing Attorney
Juris Doctor
2,741 satisfied customers
I am from the state of California. I was married to my husband
I am from the state of California. I was married to my husband 6 years and we were together for a total of 11 years. My husband passed away on 5/2/10 right before giving birth to our twins. He had don… read more
Daniel P.
Daniel P.
Managing Attorney
Juris Doctor
2,741 satisfied customers
I have a client, 67 yrs old recently widowed with a 800k IRA
I have a client, 67 yrs old recently widowed with a 800k IRA and probably 500k non ira funds. She is now dating and getting serious with a new man around her age and her three boys are very concerned … read more
Thomas McJD
Thomas McJD
Attorney
Doctoral Degree
3,170 satisfied customers
My husband died in 2009. He had his traditinal retirement IRA
My husband died in 2009. He had his traditinal retirement IRA on UBS account . His finansial broker gave me a broshure with application to change the name on the account from his name to mine. Then th… read more
Phillips Esq.
Phillips Esq.
Attorney
JD
23,752 satisfied customers
Can I contest the IRA designated beneficiaries if 1)the signature
Can I contest the IRA designated beneficiaries if 1)the signature of the spouse was not physically witnessed independently on the date of signing? 2)Is the Beneficiary form still valid if the accounts… read more
socrateaser
socrateaser
36,390 satisfied customers

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Meet the Experts:

Thomas McJD

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DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

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