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My question is about the Pennsylvania inheritance tax. I
My question is about the Pennsylvania inheritance tax.I have an IRA account with my brother & sister as beneficiaries.I would like explain to them very clearly the steps needed to receive the funds af… read more
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My husband just passed away, he had ALS. He did not have a
My husband just passed away, he had ALS. He did not have a will. How to I proceed to gain access to his 401K, IRA's, and other investments? … read more
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I was divorced in Dec. 2015 and all my ex-wifes assets
I was divorced in Dec. 2015 and all my ex-wifes assets belong to her, however , she never changed the beneficiary on her brokerage accounts(retirement, IRA and Roth) and was asked by her financial adv… read more
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My father passed away in the Philippines, but lived and
My father passed away in the Philippines, but lived and worked here in the US for over 40 years. He was a US citizen. My question is, who is entitled to receiving his 401k? … read more
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Am i able to request a certified copy of ex husband death
am i able to request a certified copy of ex husband death certificate in Arizona? I know if I ask the wife she will tell me no. also do u recommend I call the insurance company to see if I'm listed as… read more
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My uncle has recently passed away. He has a large amount of
My uncle has recently passed away. He has a large amount of money in his 401K account. It seems the named my aunt as his wife and he beneficiary of the funds. However, even though they have lived like… read more
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My husband and I were divorced on 11/7/2013 strictly for legal
My husband and I were divorced on 11/7/2013 strictly for legal reasons, but were still very good friends and he had left me as beneficiary on one of his 401K, about $50,000.00. He was spending a few w… read more
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My brother died form ALS in January. He had a Mass Teacher's Retirement Account with some money in it that he wanted top leave to siblings. The MTRA is saying they will not pay out yet we have all the… read more
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My partner died about two weeks ago and before he passed made
My partner died about two weeks ago and before he passed made me beneficciary to 40% of his 401K and beneficiary of his Roth IRA. I have received papers from him 401K asking me to fill out the forms a… read more
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Its complicated. I was divorced in Aug-06.My ex wife is recently
Its complicated. I was divorced in Aug-06.My ex wife is recently deceased in a car accident on 5/2/12 .I was contacted by my investor,whom we both still shared,a week after her passing and told that I… read more
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My ex husband died in 2008 I was his beneficiary on his 401K.
My ex husband died in 2008 I was his beneficiary on his 401K. His mother knows where the money is and has refused to tell me. He had rolled the money out of his employers plan and I have no Idea who t… read more
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My father passed away Dec. 9 , 2010 . He did not create
My father passed away Dec. 9 , 2010 . He did not create a will .. but named me sole beneficiary on his IRA . a.) fyi - - my father last divorced almost 20 years ago . and during that period on the div… read more
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My Dad passed away this past week. And 13 days before he died he signed his entire 401k over to his wife, prior to that my brother and I were sole beneficiaries. My dad was only 58 and had stage 4 col… 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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