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Related Estate Law Questions
My mother just passed away and her will names me and my two
Hello. My mother just passed away and her will names me and my two siblings her beneficiaries. However, one lawyer told us that 50% will go to taxes bc she didn't name beneficiaries? How is that possi… read more
StephenH129
StephenH129
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J.D.
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My mother passed away 11/9/2019 and I was placed as the
Hi, my mother passed away 11/9/2019 and I was placed as the beneficiary for her 401k. I have been informed that all of the account is zeroed out and I have no access to anything. I believe this violat… read more
Ashley Paige Esq
Ashley Paige Esq
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JD
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My mother passed 2016 I just found a handful of exchange
My mother passed 2016 I just found a handful of exchange prospectus stock that was brokers thru j c Bradford in the 90s she had become incompassitated years before her death from Alzheimer's so I am c… read more
AttorneySam
AttorneySam
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Doctoral Degree
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My Wife's mother passed away and had an bank account in
My Wife's mother passed away and had an bank account in another state that had a significant amount of money in it and her brother refuses to provide information on the account balance and/or has drai… read more
Jessica B
Jessica B
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My mom and dad passed away in 2019 in NYC. I was beneficiary
My mom and dad passed away in 2019 in NYC. I was beneficiary on most of the estate. There are still some assets with no beneficury or partial beneficury. There Will had no signed affidavits and unable… read more
Jessica B
Jessica B
Attorney
Juris Doctor
13,495 satisfied customers
Would a judge give a person a legal paper to check a bank
Would a judge give a person a legal paper to check a bank account of a deceased person when the account was not apart of the estate and had a different person besides the executor of the will as benef… read more
Phillips Esq.
Phillips Esq.
Attorney
JD
31,791 satisfied customers
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
Michael Bradley
Michael Bradley
retired
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My father passed in May ‘16. He was married. She passed one
My father passed in May ‘16. He was married. She passed one year later unexpectedly. There are 5 combined adult children. The deceased lived in CA. Three children live in OK; and, 2 in CA. The decease… read more
RobertJDFL
RobertJDFL
Attorney
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Counselor. I am the executor and sole beneficiary of a small
Hello Counselor. I am the executor and sole beneficiary of a small estate in Georgia. I have a debit card for the estate checking account, and accidentally charged several transactions which I confuse… read more
Jessica B
Jessica B
Attorney
Juris Doctor
13,495 satisfied customers
My wife had an IRA account naming her daughter beneficiary.
My wife had an IRA account naming her daughter beneficiary. She wants to transfer the IRA into my name with her remaining the beneficiary, I am her step-father. I am 67 years old, she is 31 years old … read more
Loren
Loren
47,411 satisfied customers
Our father is in s final days after about six weeks of
Our father is in his final days after about six weeks of cancer. He had told us that his IRAs had his daughter as the beneficiary. But we have some concerns that the step mother mother may have fraudu… read more
Phillips Esq.
Phillips Esq.
Attorney
JD
31,791 satisfied customers
I have a durable power of attorney executed in Florida
I have a durable power of attorney executed in Florida for my mother and my late stepfather. I filled out paperwork for Vanguard to establish beneficiaries based on both of their wills. Vanguard will … read more
Ely
Ely
Counselor at Law
Juris Doctor
1,867 satisfied customers
My wife had the poa mother and had been handeleing
Hi My wife had the poa for her mother and had been handeleing all her financial affairs for 1.5 years while she fought brain cancer. Her mother had set up tod accounts for her and her sister. My wife … read more
LawEducator
LawEducator
152,427 satisfied customers
My mother died recently and had a vanguard acct. this was divided equally between myself a
My mother died recently and had a vanguard acct. this was divided equally between myself and two brothers as Beneficiaries. She had another money acct that was divided 4 ways to include our Sister as … read more
Dwayne B.
Dwayne B.
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A person passes away and has a Will with equal distribution of assets to 3 children. Her
A person passes away and has a Will with equal distribution of assets to 3 children. Her major assets are proceeds of home sale, and funds in Vanguard. TOD document in place with Vanguard with % of $$… read more
Richard
Richard
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56,869 satisfied customers
my mother passed away a week ago and I have an estate to be
my mother passed away a week ago and I have an estate to be divided by 2 other siblings. I am the sole beneficiary of 1 of his investments and 50/50 beneficiary on a another. However the estate is to … read more
Lawyer Lori
Lawyer Lori
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JD - Attorney
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My father just past away recently without a leaving a will.
My father just past away recently without a leaving a will. He had one account with Vanguard Funds without a beneficiary designated. This account had less than $ 100,000 in it. Vanguard said the funds… read more
Barrister
Barrister
Attorney
Doctoral Degree
8,260 satisfied customers
My mother has passed in Texas with a will. She owned nothing
My mother has passed in Texas with a will. She owned nothing other than her few personal possessions and an IRA. I share a couple of joint bank accounts with her. Her beneficiary on the IRA was my dec… read more
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Roger
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Meet the Experts:

Barrister

Barrister

Attorney

8,260 satisfied customers

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

RayAnswers

RayAnswers

Attorney

8,207 satisfied customers

Texas lawyer for 30 years in Estate law

Nate

Nate

Attorney

2,055 satisfied customers

Over 10 years of legal estate experience.

Ely

Ely

Counselor at Law

1,867 satisfied customers

Fully licensed attorney in Texas in private practice.

RobertJDFL

RobertJDFL

Attorney

1,785 satisfied customers

Experienced in multiple areas of the law.

P. Simmons

P. Simmons

Attorney

1,592 satisfied customers

12+ yrs. of experience including estate law.

ScottyMacEsq

ScottyMacEsq

Attorney

1,484 satisfied customers

Licensed Texas General Practice Attorney

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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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