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My father passed in Feb 2019. He had no will but designated
My father passed in Feb 2019. He had no will but designated beneficiaries on his IRA, his Roth and his TOD account. He lived in NY. Some bones were in NY and others in FLA and NC. Is the inheritance f… read more
Barrister
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Doctoral Degree
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I would like to get a confirmation that TOD brokerage
I would like to get a confirmation that TOD brokerage account, and IRA pension plan that is in RMD that has a designated beneficiary would not be subject to Medi-cal lien in California after the death… read more
Jeffrey Gaffney
Jeffrey Gaffney
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I have an IRA and an Annuity with beneficiaries. These are
I have an IRA and an Annuity with beneficiaries. These are NOT probate assets, and as such, do not come under the control of the executor of the estate. The IRA custodian U.S. brokerage has informed m… read more
RayAnswers
RayAnswers
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Doctoral Degree
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I want to put my Roth IRA into an irrevocable Trust so these
I want to put my Roth IRA into an irrevocable Trust so these assets will be protected if I need Medicaid. I am aware of the 5 year look back period in New York State and I know I will not need these a… read more
Isaac, Esq.
Isaac, Esq.
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I was divorced from my husband in 2007. We each kept our own
I was divorced from my husband in 2007. We each kept our own retirement accounts. He recently died in an accident. I learned that I was still the beneficiary on his 401k and Roth IRA. The retirement p… read more
Attorney2020
Attorney2020
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My ex husband left me a Roth IRA and the company refuses to
my ex husband left me a Roth IRA and the company refuses to give it to me because we were divorced in Pennsylvania. I am the sole benefactor. Can the state of pa. over ride his last request and take t… read more
Barrister
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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
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If after my death the executor of my estate sells my IRA to
If after my death the executor of my estate sells my IRA to distribute the assets to my other children how is the tax determined.… read more
Richard
Richard
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My mother recently passed away and left an IRA account with
My mother recently passed away and left an IRA account with a brokerage firm. My brother and I are beneficiaries 50% each. The first time I spoke with the company they indicated that they would open a… read more
Barrister
Barrister
Attorney
Doctoral Degree
6,741 satisfied customers
My mother passed away last year at age 92. I'm 64. She had
My mother passed away last year at age 92. I'm 64. She had an IRA from which I inherited about $20,000. Her IRA was at TDAmeritrade. I set up an account at TDAmeritrade and now the inheritance is in m… read more
Attorney2020
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SUMMARY OF SITUATION:Testator dies and has the attached
SUMMARY OF SITUATION: Testator dies and has the attached Will. Testator has only one living child, a son over 18, living at home, who is in the Will at 60%. Testator has 6 siblings and 2 nieces, all o… read more
Phillips Esq.
Phillips Esq.
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JD
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My 74 year old father died in February 2013; prior to his death,
My 74 year old father died in February 2013; prior to his death, he signed a document (thru his financial adviser) for his assets (IRA plus non-IRA investments) to transfer on death to his wife, my st… read more
P. Simmons
P. Simmons
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My mother recently died. Among her assets are three IRAs
My mother recently died. Among her assets are three IRA's with the same bank, one being a savings account, and two others as CD's which mature soon. She designated my two sisters and me to be the bene… read more
Law Pro
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My wife recently received some money from her ex-husbands
My wife recently received some money from her ex-husband's IRA plan where she was listed as the beneficiary. In her divorce settlement, she had waived any interests in her ex-husbands assets, includin… read more
Daniel Solutions
Daniel Solutions
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upon divorce my ex-wife and myself established will and irrevocable
upon divorce my ex-wife and myself established will and irrevocable trusts that divided all assets at death to the 6 children equally. Two children have more than enough money. One would gladly give u… read more
lwpat
lwpat
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My wife passed away and named her employer as beneficiary on
My wife passed away and named her employer as beneficiary on one of her Roth IRA accounts for Janus Funds. As spouse am I entitled to 50 % under Federal ERISA laws or is that only for non Roth retirem… read more
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Which of the following should be included in our Living Revocable
Which of the following should be included in our Living Revocable Trust? Real Estate (homes), brokerage account (IRA), brokerage account (not IRA), CD's, 401K, State Teacher's Retirement, Savings and … read more
Ellen
Ellen
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Doctoral Degree
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How do I move a decedent IRA from my deceased sisters estate
How do I move a decedent IRA from my deceased sister's estate to a trust? Want it intact, as decedent IRA not distributed. Investment firm says I must distribute it to the trust. Is that true?… 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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