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I live in California. My mother recently died. Mother was
I live in California. My mother recently died. Mother was married twice. When her second husband died in 2008 she inherited his Ira and designated his biological children as the beneficiaries in the e… read more
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I have a few questions about my father's trust from 2012. My
I have a few questions about my father's trust from 2012. My sister and brother and I settled the trust. My brother took a list of items, plus some cash. I understood that my sister and I were to spli… read more
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My mother recently passed away and me and my sister are the
My mother recently passed away and me and my sister are the 2 beneficiaries to the estate. She has a Trust established and my sister and I were both trustees and we were to split everything 50/50. She… read more
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We have 4 beneficiaries to our Moms estate of which she left
We have 4 beneficiaries to our Moms estate of which she left no will, only a written letter she keep in her Bible. We all agreed to honor her wish's and divide the property as she instructed. We agree… read more
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My mother died recently and had a vanguard acct. this was divided equally between myself a
My mother died recently and had a vanguard acct. this was divided equally between myself and two brothers as Beneficiaries. She had another money acct that was divided 4 ways to include our Sister as … read more
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My husbands Grandmother named him and his sister beneficiaries
My husbands Grandmother named him and his sister beneficiaries in the event of the death of 1 of her sons and his wife. They have both passed and the remaining son is the trustee. My husband has reach… read more
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I am the administrator of my mothers estate with will annexed,limited
I am the administrator of my mothers estate with will annexed,limited powers. My mother had a trust but before her passing she removed the home from trust. Mom put the house in her name. I've sold the… read more
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My father has recently passed away unexpectedly. From what
My father has recently passed away unexpectedly. From what I understand (I haven't actually seen the policy yet), his life insurance was set up with my mother as the executor and the funds are suppose… read more
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Im in Texas, my mother passed away in Oct last year. My sister
I'm in Texas, my mother passed away in Oct last year. My sister and I are listed in her will as equal beneficiaries to her estate. My question is: Is there any way that my sister can keep me from gett… read more
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My uncle and aunt are both deceased and before my uncle passed
My uncle and aunt are both deceased and before my uncle passed away he had a will drawn creating a 99 year trust fund of his assets that myself and two sisters share by percentages. We are not allowed… read more
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My uncle designated me as a beneficiary of his Ira. His spouse
My uncle designated me as a beneficiary of his Ira. His spouse signed the consent. Both are still alive. My uncle took a distribution and had it sent to my mother. Can the trust benefit the death of m… read more
Dimitry K., Esq.
Dimitry K., Esq.
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Hello Robert. Im back. You may recall that I asked you
Hello Robert. I'm back. You may recall that I asked you a question last week regarding my deceased Mom, who passed away 1 month ago, without a will. She left behind a Traditional IRA Account, containi… read more
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does a issue per stripes pertain to IRA rollover account if
does a issue per stripes pertain to IRA rollover account if specific beneficaries are identified for the IRA or for the estate itself?… read more
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We have a legal question about a will, a trust and am IRA.
We have a legal question about a will, a trust and am IRA. The parent and stepparent passed away last year. A sister is the executor of the estate. There was a will which states to divide the assets o… read more
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My brother passed away and him and I are named in my Uncles
My brother passed away and him and I are named in my Uncle's will. His will states "If any said beneficiaries should predecease me leaving no lineal decendants, then his/her share shall be added ratab… read more
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If a family member is named as a beneficiary on an IRA. At
If a family member is named as a beneficiary on an IRA. At the time of the passing, the will clearly states that " I give, devise and bequeath, all the rest,residue nad remainder of proptery, real, de… read more
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I have an alcoholic son and need to give him a monthly sum
I have an alcoholic son and need to give him a monthly sum after I'm gone. What is the best way to handle that?… read more
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My widowed sister recently died and has no children or living
My widowed sister recently died and has no children or living parents. Her husband had a trust we're trying to track down. (Their affairs are in a mess). Her house and another piece of real estate are… 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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