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I am the executor of my father's estate. He has an IRA with
I am the executor of my father's estate. He has an IRA with a small amount of money that is to be distributed between his three children. Is there any way to roll over the distribution into currently … read more
Barrister
Barrister
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Doctoral Degree
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My brother passed away last November and he has a severely
My brother passed away last November and he has a severely handicapped adult daughter with autism. She gets SSI and Medicaid. His Will calls for setting up a Supplemental Needs Trust (SNT) for her. Sh… read more
Law Educator, Esq.
Law Educator, Esq.
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Can an inherited, non-qualified IRA be used to create a
Can an inherited, non-qualified IRA be used to create a Beneficiary IRA? … read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
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If you got a divorce and your name still remains on a life
If you got a divorce and your name still remains on a life insurance policy and an ira account as a beneficiary however your spouse has passed away do you have to give the monies to the trust? And if … read more
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RayAnswers
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My Mother passed in September and in November I received the
My Mother passed in September and in November I received the balance of her IRA Anuuities account. Do I have to roll that over and is it a taxable event? … read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
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Plan participant died in January in 2016 1. The primary
Plan participant died in January in 2016 1. The primary beneficiary was his wife. She died before him and named his son as secondary beneficiary. Son and asked if he could disclaim his inheritance and… read more
Delta-Lawyer
Delta-Lawyer
Doctoral Degree
3,510 satisfied customers
My sister passed away in Canada last March. I am her
My sister passed away in Canada last March . I am her beneficiary.My question is about taxes. Am I going to pay taxes on everything I have inherited from her. I have received her life insurance from w… read more
RayAnswers
RayAnswers
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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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we live in Illinois. My husband passed away with no will
we live in Illinois. My husband passed away with no will . what is considered his estate? Is a life insurance policy i will receive considered his estate? Can his creditors and credit card companies p… read more
Thomas McJD
Thomas McJD
Attorney
Doctoral Degree
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In PA is a qualifying or a non-qualifying IRA with named beneficiary(ies)
In PA is a qualifying or a non-qualifying IRA with named beneficiary(ies) subject to inheritance tax?… read more
RayAnswers
RayAnswers
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Doctoral Degree
5,629 satisfied customers
If the beneficiary of a 401k is the estate, can you roll over
If the beneficiary of a 401k is the estate, can you roll over the proceeds of the 401k to an inherited IRA, considering that there is only one beneficiary of the estate named in the will?… read more
John Legal
John Legal
Doctoral Degree
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A married couple named their living trust as the beneficiary
A married couple named their living trust as the beneficiary of their 457 (b) deferred comp plans. The 57 year-old husband died and the trustee of the plan wants to withhold 20% and pay the balance to… read more
John Legal
John Legal
Doctoral Degree
3,418 satisfied customers
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
Law Pro
Doctoral Degree
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Hi my mom is in hospice, she is concerned about tax that we
Hi my mom is in hospice, she is concerned about tax that we will occur when she passes . She has several Ira c Accounts and annuity accounts totals run around 400,000 . She also owns a home would sell… read more
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My husband recently passed away and I trying to determine the
My husband recently passed away and I trying to determine the best way to handle his 401k. Rebecca… read more
lwpat
lwpat
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My deceased dads IRA went to my mom, as the primary beneficiary,
My deceased dad's IRA went to my mom, as the primary beneficiary, however, we did not get it registered into her IRA before she passed last year (2010)... thus the IRA is now titled: IRA (name of fath… read more
John Legal
John Legal
Doctoral Degree
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My father passed and left me named as the beneficiary of his
My father passed and left me named as the beneficiary of his traditional IRA. I have 2 brothers and 2 sisters who need to be included in this. The financial planner says he can only distribute to me. … read more
Marsha411JD
Marsha411JD
Doctoral Degree
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My Mom just died. She has no will. She has little to no debt.
My Mom just died. She has no will. She has little to no debt. What happens now? What do we do? I've never dealt with any of this before. Here are her assets: - House. She and my Dad divorced 25 yrs ag… read more
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Meet the Experts:

Thomas McJD

Thomas McJD

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Wills, Trusts, Probate & other Estate Matters

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Texas lawyer for 30 years in Estate law

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RobertJDFL

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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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