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I am the primary beneficiary listed on the IRA of my now
I am the primary beneficiary listed on the IRA of my now deceased ex-spouse who died Nov. 22, 2018 in his native country Nigeria. The IRA is held with Fidelity Investments whose headquarters is locate… read more
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I sent you a question yesterday, but need help with another,
Hello again. I sent you a question yesterday, but need help with another, related issue.. My question: (Part 1) I had to open an Estate IRA account at Fidelity Investments where I maintained an IRA fo… read more
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RAYANSWERS BACKGROUND INFO: One of decedent's and my
RAYANSWERSBACKGROUND INFO: One of decedent's and my children (hereinafter known as DS) DIED 3 MONTHS AFTER HIS FATHER. DS died WITHOUT A WILL & had no spouse or children. I am DS's next of kin/heir. T… read more
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My cousin got passed away in last year, she had both
My cousin got passed away in last year, she had both personal rollover IRA and Roth IRA. She put her parents as the first beneficiaries and her younger sister as the second beneficiary. My cousin's pa… read more
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My dad died. He named s children beneficiaries of s IRA,
Hello. My dad died. He named his children beneficiaries of his IRA , CD's. His spouse ( who is not our mother) is claiming these are to be part of the estate as "non probate transfer" assets and there… read more
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I am the PR and sole beneficiary of an estate friend that
I am the PR and sole beneficiary of an estate for a friend that recently passed. I was left a POD acct, which has enough funds to pay the deceased debts. I put the charges for his funeral/cemetery bil… read more
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I recently learned that my late ex-husband failed to change
I recently learned that my late ex-husband failed to change the beneficiary on an IRA that listed me as his spouse. I understand that I have no claim because I am not his spouse. However there were tw… read more
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No will step mother is beneficiary on Ira but I also could
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My brother recently died in California without a will. For
My brother recently died in California without a will. For the last 4-5 months of his life, he was in a nursing home in which Medi-Cal paid some of the costs. My brother paid a "shared cost" to the nu… read more
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My ex-husband died and his wife died in Minot North Dakota.
My ex-husband died and his wife died in Minot North Dakota. There are no children on either side of the husband or wife. There are no known survivors in the U.S. The wife came from Canada when they me… read more
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My ex-husband died and named me POD on an IRA, Bonds and as
My ex-husband died and named me POD on an IRA, Bonds and as a dual POD with his son on his checking and money market accounts. His residence was in KY. His primary banking was done at Regions Bank in … read more
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My brother and his wife had been married for 25 years but they
My brother and his wife had been married for 25 years but they divorced 5-6 years ago. Around that time I was named my brothers POA and have been managing his finances ever since. His ex-wife (in MN) … read more
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11-5-2011 My mother's accountant supposedly set up her accounts as "pay on death" to have all funds (bank accounts, money market accounts, and stocks, pass directly to my sister. Have I any recourse? … read more
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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
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Question Re INherited IRA Grandfather died August 2010
Question Re: INherited IRA: Grandfather died August 2010 IRA passed to his 4 children (3 of the 4 children took their Inherited IRA's) Child # XXXXX died September 2010- prior to designating a benefic… read more
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My father died without a will in Kansas. Are joint checking
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My father reciently died. I am both named in his will and
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My Dad, living in Iowa, recently passed away. Before he ...
My Dad, living in Iowa, recently passed away. Before he died he set up his bank accounts in a Totten Trust (POD). Now that the estate is in probate my sister and I are being told that the trust must b… read more
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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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