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I live in NJ. I have IRA's that are my separate property.
I live in NJ. I have IRA's that are my separate property. They were created prior to my marriage. My broker says that my spouse has to be the beneficiary. True or false? … read more
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Three months before my husband died in Missouri he and I
three months before my husband died in Missouri he and I together double checked that I was the only beneficiary on his remaining ira's our personal banker told us I was after he died there was anothe… read more
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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
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I was married to my husband for 15 year before we divorced.
I was married to my husband for 15 year before we divorced. can I split his money in an IRA or 401 account with my adult daughters. He died in 2000 in California and left $ 81,000 in a bank account.… read more
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I co own a property with my Brother in law in the state of
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what if we just walk away from it all. not go into probate,
what if we just walk away from it all. not go into probate, let the bank take the apartment, and medicaid can get their money from the bank? it seems much easier to do that rather than having to go to… read more
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A follow up on my estate question to help with setting up my will and trusts in the context of Virginia Law and rights of spouses and children. Reviewing, I am remarried (was widowed) with children fr… read more
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I was named as a beneficiary to my husbands retirement account.
I was named as a beneficiary to my husbands retirement account. We divorced after 6 years of marriage, he remarried but did not change the beneficiary (being myself) on his retirement account. Now the… read more
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My Will says to divide my estate, in some varying percentages,
My Will says to divide my estate, in some varying percentages, between my siblings and my girlfriend. However, my girlfriend, who is also the executrix of my Will, is the primary person listed as the … read more
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My husband passed away 5-9-2011. We were married 12/30/2002
My husband passed away xxxx. We were married xxxxxand were still married at his death. Now I am finding that when he retired in 2006 - he rolled his IBM Financials into an IRA with xxxxxxxxx. I was ne… read more
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do you have to divide your 401-K in your will with a spouse
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My fathers money is entirely in his 401K, and he lives in
My father's money is entirely in his 401K, and he lives in NY State. He would like to leave me some portion of his money at his death, but my step-mother will not sign any beneficiary form that does n… read more
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Does an inherited 403(b) have to go through probate when it has a named beneficiary? Spouse waived rights to it years ago, and children are named as beneficiaries. State of Texas.… read more
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What is Kansas law about: mother die without a will. She has
What is Kansas law about: mother die without a will. She has a 401K with her employer and has 3 kids, one is a minor. I believe she list the minor as the benificary; what about the 2 older kids?… 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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