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Related Estate Law Questions
I have a question about annuities, annuitants, and
I have a question about annuities, annuitants, and beneficiaries … read more
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Mellie
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My mom is 86 yrs old. I have a POA from my mom. My dad
My mom is 86 yrs old. I have a POA from my mom. My dad passed away 2 yrs ago. She is in a nursing home. Her house has a reverse mortgage loan. I want to sell her house because it would cost to much to… read more
Law Educator, Esq.
Law Educator, Esq.
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My sister is now on my Moms bank acct even though somehow
My sister is now on my Moms bank acct even though somehow she arranged a distant cousin to be financial POA. If mom passes away, can my sister pull the money from the bank if there is a POD and keep i… read more
Lori
Lori
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Unclaimed property-My dad died 2006 and step mom died 10
unclaimed property-My dad died 2006 and step mom died 10 months later. life insurance never claimed $1200.00 NO wills have been found just my dad had a POA before he died naming step mom with POA. But… read more
DamienJD
DamienJD
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Dad was an annuitant but not an owner of an annuity owned by
Dad was an annuitant but not an owner of an annuity owned by Mom. Does 1/2 the value of the annuity need to be included in the total value of the estate?… read more
INFOLAWYER
INFOLAWYER
Partner
Doctoral Degree
69,737 satisfied customers
I am the policy owner of an annuity. The annuitant is my Mother
I am the policy owner of an annuity. The annuitant is my Mother who died April, 2011. The beneficiary is my wife. The insurance company recently (October, 2013) started sending letters requesting my w… read more
DamienJD
DamienJD
Attorney
Doctoral Degree
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Before my father passed away last week at 92...he sent us four
Before my father passed away last week at 92...he sent us four children annuity statements and instructed us to cash them in upon his death. He also told us that my brother was to be the executor of h… read more
Law Educator, Esq.
Law Educator, Esq.
134,849 satisfied customers
My father named me and my sisters as beneficiaries to his annuity.
My father named me and my sisters as beneficiaries to his annuity. My stepmother claims there is no money left in the account (she has the passwords to it). How do I find out if: 1) that was appropria… read more
Barrister
Barrister
Attorney
Doctoral Degree
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My sister was medical poa and poa for my parents, whom my
My sister was medical poa and poa for my parents, whom my sister and my mom and dad lived in MI. Both mom and dad worked at Ford Motor Company all of their lives. There are only the two of us siblings… read more
N Cal Atty
N Cal Atty
JD
7,455 satisfied customers
My mother died recently (august 13-2011 she left a will giving
My mother died recently (august 13-2011 she left a will giving 1 brother 50% of everything. The other 50% to be divided between 3 of the rest of us. Anothe brother is getting 0% they say because he ow… read more
lwpat
lwpat
Doctoral Degree
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My cousin has gotten power of attorney for my mother, bother
My cousin has gotten power of attorney for my mother, bother medical and finical. My mother is living with cousin but continually says when does not want to live there. In addition, cousin is stating … read more
Richard
Richard
Owner
Doctoral Degree
53,209 satisfied customers
My grandfather just made changes to his will, POA, & Medical
My grandfather just made changes to his will, POA, & Medical POA after his daughter abused her POA and surrendered one of his life insurance policies. He has changed his beneficiaries on his annuities… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
My dad just passed away. He had a trust. Everything he owned
My dad just passed away. He had a trust. Everything he owned was in the trust including a life insurance annuity. The beneficiaries on the life annuity were listed as me, my sister Vicki, and my niece… read more
Daniel P.
Daniel P.
Managing Attorney
Juris Doctor
2,741 satisfied customers
My father purchased annuitant driven annnuities for his grandchildren.
My father purchased annuitant driven annnuities for his grandchildren. He was the owner of the annuities and the grandchildren the annuitants; he wanted to protect his investment if something should h… read more
David L
David L
Doctoral Degree
1,604 satisfied customers
can the family sue the insurance agent that sold my step mother
can the family sue the insurance agent that sold my step mother a 12 yr annuity in 2004 at the age of 80. Also the Family trust is the owner and step mother is the annuitant..she was not named in the … read more
Amber E.
Amber E.
Lawyer
Doctoral Degree
1,440 satisfied customers
I am my grandmothers POA and my brother and I are trying to
I am my grandmother's POA and my brother and I are trying to get all of her assets out of her name. She is moving in with me, but just in case she will have to go to a nursing home in a few years. I h… read more
Legal Eagle
Legal Eagle
Attorney
Doctoral Degree
538 satisfied customers
my mother died last year. I sent the death certificate to
my mother died last year. I sent the death certificate to her employer. My father receives "Pennsylvania treasury annuity". I am not sure if that is my mothers pension benefit. The pension amount my m… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
Are the assets in an annuity policy community property in the
Are the assets in an annuity policy community property in the state of California? The wife is the policy owner and the husband is the annuitant. The wife dies and the husband is the surviving spouse.… read more
legaleagle
legaleagle
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7,048 satisfied customers

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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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