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I'm adm of my sister's estate of $8,700.00 from an IRA she
Hi, I'm Pat. I'm adm of my sister's estate of $8,700.00 from an IRA she had w/no bebeficiary, no kids or spouse. I personally paid $8,500 for her funeral expenses & still owe funeral home $2,6188. Als… read more
RayAnswers
RayAnswers
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My husband's ex wife died about two months ago. She was a
My husband's ex wife died about two months ago. She was a very dysfunctional alcoholic and blamed him for everything wrong in her life. As a result, in her will, she specifically excluded him. Some of… read more
Barrister
Barrister
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A first cousin just died here in NY and he didn't have a will, his estate including a
A first cousin just died here in NY and he didn't have a will, his estate including a home is valued well over $33,000 and I was wondering if the courts will settle the estate or a voluntary administr… read more
Christopher B, Esq.
Christopher B, Esq.
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I need a CA estate planning attorney for this question. My
I need a CA estate planning attorney for this question. My sister-in-law's roommate died last night from a sudden, critical illness. We have been in contact with her siblings. She has 2 brothers, one … read more
Attorney2020
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My wifes older sister passed away on 10/27/2012. Three serving
My wife's older sister passed away on 10/27/2012. Three serving sisters are on her IRA beneficiaries. She is her trustee and another sister in California also is a trustee. I lived in Mongomery County… read more
Richard
Richard
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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
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My sister passed away without a will. The only asset of any
My sister passed away without a will. The only asset of any value was an IRA of about $3,500. She did not own any property or auto. Her personal assets would be worth less than $1,000. She was on Disa… read more
socrateaser
socrateaser
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can a private individual file the paper work for probating
can a private individual file the paper work for probating an estate? If so, where are the forms found and how is it done?… read more
lwpat
lwpat
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Hello. My sister passed last month. Her boyfriend of years
Hello. My sister passed last month. Her boyfriend of years gave the funeral director the info for the death certificate. He is listed as her common law husband and informant. They did live together an… read more
lwpat
lwpat
Doctoral Degree
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In order to name a trust the beneficiary of my IRA, do I use
In order to name a trust the beneficiary of my IRA, do I use a Bypass Trust,Standalone Trust or Revocable living Trust? And if which one can you refer me to a place where I can obtain the trust forms … read more
socrateaser
socrateaser
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My mother passed away recently and had a will. She named me
My mother passed away recently and had a will. She named me the personal representative. There is a small amount of money left in her checking account. She has approx. $2,000 in outstanding debts and … read more
Barrister
Barrister
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Doctoral Degree
44,462 satisfied customers
My aunt died and left everything equally to myself and my cousin.
My aunt died and left everything equally to myself and my cousin. She had a small IRA for which her estate is the beneficiary. If we close the IRA and distribution is made to the estate, who pays the … read more
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My Father, almost 71 years old had an IRA where my sister and
My Father, almost 71 years old had an IRA where my sister and I were listed as the sole beneficiaries (an even 50/50 split) prior to May 15, 2010. After our Father passed away on June 18, we found out… read more
Brent Blanchard
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I recently inherited $126,000 from my Aunts traditional IRA.
I recently inherited $126,000 from my Aunt's traditional IRA. Her entire estate, including IRA and brokerage assets totaled $400,000. I am 40 years old and live in PA - what estate tax will I owe on t… read more
Roger
Roger
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My mother had a trust in which she and I (her daughter) were
My mother had a trust in which she and I (her daughter) were both trustees. She recently passed away and I'm being told that I need to move everything into an Administrative Trust at a cost of $1,500 … read more
lwpat
lwpat
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My Mother died last week in Calif. Her will named me executor
My Mother died last week in Calif. Her will named me executor with instruction that I distribute everything equally with my four siblings. I am the beneficiary of her life ins. and IRA. She also had j… read more
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When a will states that the Estate be responsible for all taxes
When a will states that the Estate be responsible for all taxes on the Gross Estate (in clause 2, before any executrix or her responsibilities are set forth) what is the priority that these taxes shou… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
My mother passed away in 2004, I found out she had an IRA I
My mother passed away in 2004, I found out she had an IRA I didn't know about. I found info online stating that I couldn't transfer to my IRA w/o taxes unless done by dec 31st of the year following de… 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

Attorney

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

RayAnswers

RayAnswers

Attorney

5,629 satisfied customers

Texas lawyer for 30 years in Estate law

Infolawyer

Infolawyer

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Licensed attorney helping individuals and businesses.

Ely

Ely

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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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