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Request for JB I am a non-spouse recipient of an IRA from my
Request for JB I am a non-spouse recipient of an IRA from my father who was married to his second wife in the state of CA. The IRA account was started more than 10 years prior to his second marriage (… read more
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If one spouse has retirement funds in IRAs established prior to the marriage, are those assets at risk if the other spouse has to go into a nursing home? Assuming the spouse in the nursing home is not… read more
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In the state of Illinois, would a widow be held responsible
In the state of Illinois, would a widow be held responsible for paying off a mortgage if she is not named on the mortgage… read more
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My stepfather is dying. He had set up s trust and different
My stepfather is dying. He had set up his trust and different IRA accounts with beneficiary in the accounts... and 90% of those accounts goes to my step brother. My mom only gets 10%. In addition to t… read more
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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
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My father passed approx 3 years ago, my stepmother passed approx
My father passed approx 3 years ago, my stepmother passed approx 6 months later. She does have a probate case in Osage court in Pawhuska, OK. There are still cars in both of their names and a boat. Th… read more
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My father passed away in August. He left a will. He was a
My father passed away in August. He left a will. He was a resident of TX. He had an IRA. He had assigned his children as beneficiaries of the IRA. He also had a spillover trust. The assignment of the … read more
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My mom died a week ago, she left a clear and simple will naming
My mom died a week ago, she left a clear and simple will naming my brother as executor. He has a power of attorney. Assests are under 125,ooo. Do we need to go thru probate court? Do we have to pay ta… 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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I was married in CA in 2006 ..hus.was divorced and had a msa
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I live in Texas. My wife of 30 years has passed away. She
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My name differs from my deceased wife. We kept our names for
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I am the personal representative of my parents estate. they
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My father died leaving among his assets, an IRA which he wanted
My father died leaving among his assets, an IRA which he wanted to be left to his children. On the beneficiary form, he had stated "as per will," and the will states how it will be divided among his c… read more
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My Mother Died leaving an 68,000 IRA and 5000 in Checking with
My Mother Died leaving an 68,000 IRA and 5000 in Checking with no beneficiaries. A house mortgaged to 126,000 worth 40,000 in very bad shape. No other Assests just a few c.c bills and house bill, gas,… read more
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Meet the Experts:

Thomas McJD

Thomas McJD

Attorney

3,170 satisfied customers

Wills, Trusts, Probate & other Estate Matters

Barrister

Barrister

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17 yrs estate law, real estate. Wills/Trusts/Probate

RayAnswers

RayAnswers

Attorney

50,704 satisfied customers

Texas lawyer for 30 years in Estate law

Infolawyer

Infolawyer

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Licensed attorney helping individuals and businesses.

Ely

Ely

Counselor at Law

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Fully licensed attorney in Texas in private practice.

RobertJDFL

RobertJDFL

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Experienced in multiple areas of the law.

P. Simmons

P. Simmons

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12+ yrs. of experience including estate law.

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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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