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My mother is 86 years old and living at a memory care
My mother is 86 years old and living at a memory care facility in MN. Her rent and care went up by 1500 per month my sister wants to invest her money to get more income. She went to visit sister in ma… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
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My late husband and I lived in California. Many years before
My late husband and I lived in California. Many years before we were married, he listed his sisters as the beneficiaries. After my husband passed away, his sisters wanted to pass IRA to me. When I con… read more
Robert L
Robert L
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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
Irwin Law
Irwin Law
Juris Doctor JD
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My dad passed away and have no beneficiary on a couple of
My dad passed away and have no beneficiary on a couple of IRA's, BUT has a living trust that name the bank ( Wells Fargo ) that states ALL Wells Fargo account to be divided equally among his children.… read more
P. Simmons
P. Simmons
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My father died when I was 13. He had an irrevocable trust
My father died when I was 13. He had an irrevocable trust but my mother who is 92 can not remember where it is. All attorneys involved are dead… read more
Loren
Loren
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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
RayAnswers
RayAnswers
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My mother passed away. She had an IRA. My brother and I are
My mother passed away. She had an IRA. My brother and I are listed as the beneficiaries! My mother changed her trust (less then 4 months before passing) to add my Uncle as trustee. He was also given a… read more
Richard
Richard
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My father-in-law just passed away leaving 3 adult children as survivors. His will stated a
My father-in-law just passed away leaving 3 adult children as survivors. His will stated all items to be shared equally. His daughter who may or may not have had power of attorney did not change the b… read more
Dwayne B.
Dwayne B.
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I was sent a beneficiary processing form & I am both 50% beneficiary
I was sent a beneficiary processing form & I am both 50% beneficiary and executor of the estate (trust) however my brother went up without me & gave them a death certificate. He is jtwros on a RMA acc… read more
Loren
Loren
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Can the trustee distribute a portion of the trust to the beneficiaries
Can the trustee distribute a portion of the trust to the beneficiaries leaving more than enough in the trust to cover any possible expenses including taxes. This is in Ohio… read more
Dimitry K., Esq.
Dimitry K., Esq.
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Doctoral Degree
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Recently my brother in law passed. His name is Martin. He
Recently my brother in law passed. His name is Martin. He had two brothers; Nick and Mitchell and a sister named Katie. All deceased. Nick has son Philip. Mitchell has daughter, Mitchele and son, Mitc… read more
John Legal
John Legal
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My widowed 85 year old mother lives in Dallas and has a will
My widowed 85 year old mother lives in Dallas and has a will (drawn up in Texas) that splits everything equally among her 3 daughters (me and my 2 sisters). If my sister Suzanne (the only one of us wi… read more
Daniel P.
Daniel P.
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From the California Statutory Will, California Probate Code,
From the California Statutory Will, California Probate Code, Section 6240, paragraph 5: states:, "Balance of My Assets Except for the specific gifts made in paragraphs 2, 3 and 4 above, I give the bal… read more
ScottyMacEsq
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Hi, My mother is is in a nursing home in California and is
Hi, My mother is is in a nursing home in California and is receiving Medical. All of her social security goes to the state and she gets $45 a month for personal expenses. Her sister recently died and … read more
lwpat
lwpat
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Hi,My mother is is in a nursing home in California and is
Hi, My mother is is in a nursing home in California and is receiving Medical. All of her social security goes to the state and she gets $45 a month for personal expenses. Her sister recently died and … read more
Daniel P.
Daniel P.
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My mom passed June 6,2010.......My sister moved her to assisted
My mom passed June 6,2010.......My sister moved her to assisted living May of 08. Sold the house. She said she used all her the money. Found out she had IRA. 3 of them in our names. My sister wants my… read more
Dave Kennett
Dave Kennett
Doctoral Degree
25,741 satisfied customers
HOW DO I REVOKE MY BROTHER OF HIS P.O.A. AND BEING THE TRUSTEE
HOW DO I REVOKE MY BROTHER OF HIS P.O.A. AND BEING THE TRUSTEE OF MY MOTHERS ESTATE. HE LIVES IN CALIFORNIA AND SHE IS HERE IN NC. I HAVE TAKEN CARE OF MY PARENTS FOR 22 YEARS LAST YEAR I TOOK A LEAVE… read more
Dave Kennett
Dave Kennett
Doctoral Degree
25,741 satisfied customers
My Uncle just passed away February 25th. I am his niece.
My Uncle just passed away February 25th. I am his niece. He left no will and there is no power of attorney. I was power of attorney of his health care till he passed. He has checking account, small sa… read more
lwpat
lwpat
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6,615 satisfied customers

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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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