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Related Estate Law Questions
What type of checking account should I use for my brother as
What type of checking account should I use for my brother as his rep payee? I was going to open a revocable living trust account and use one as checking and one as savings for him, but I heard that ss… read more
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My husband just passed away, he had ALS. He did not have a
My husband just passed away, he had ALS. He did not have a will. How to I proceed to gain access to his 401K, IRA's, and other investments? … read more
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I am preparing my revocable living trust. I will be
I am preparing my revocable living trust. I will be transferring my house into the trust. But I don't want to transfer my bank accounts into the trust because it will be very time consuming and my ban… read more
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NY estate planning I recently gave birth to my second
NY estate planningI recently gave birth to my second daughter and due to the increased responsibility, I'm thinking about estate planning. What would happen if my husband unfortunately left me alone t… read more
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My wife and I have wills but do we need a trust instead to
My wife and I have wills but do we need a trust instead to stay out of probate when either one of us dies so the other will not be lost financially? … read more
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We currently have an outdated will and are considering
We currently have an outdated will and are considering setting up a trust using a template that we can customize. What is the benefits in making a trust over just updating the will?… read more
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We do not own property. Live in San Antonio, Texas and rent.
We do not own property. Live in San Antonio, Texas and rent. All financials are through USAA (mutual, annuity, savings, banking, auto ins.,) and husbands 401K w/ company. We know we have to do a DURAB… read more
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Not sure if I have the correct person, if not, please forward
Not sure if I have the correct person, if not, please forward to who can help?? In Mn where do I go to download paperwork for appointing my executor and we don't want a will as that goes thru court. C… read more
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Hello. New request - I live in AZ, am 67, married. If I
Hello. New request - I live in AZ, am 67, married. If I receive an inheritance from my mother, can I put it in an investment in my name only, with my sons as benefactors? Or in a trust? One atty here,… read more
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When a person passes away and there is a will isnt there a $ amount of all assets o
When a person passes away and there is a will isn't there a $ amount of all assets of the deceased before probate is necessary? What I'm getting at; if there is only a "small" bank account and nothing… read more
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I am married and living in CA and do not want to divorce my
I am married and living in CA and do not want to divorce my husband at this time. We both owned our own homes in CA before we were married and we hold the titles individually. I want to ensure that if… read more
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There 2 ways to avoid probate in the State of Florida, you
There 2 ways to avoid probate in the State of Florida, you need a will and a trust or a will and a specific wording on the deed of the property or accounts that someone owns. What is the wording on th… read more
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I am trying to apply probate avoidance tools (like beneficiaries
I am trying to apply probate avoidance tools (like beneficiaries and payable on death accounts, for example) to as many of our monetary assets as possible, before determining if a living trust is nece… read more
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How do you have to leave your estate to your children so that
How do you have to leave your estate to your children so that they are not penalized by the government and have to pay half of it in taxes?… read more
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Can the estate of a 78 year old man living in Texas, who has
Can the estate of a 78 year old man living in Texas, who has less than $100,000 in liquid assets, an older model car, and a house (that's it and that's all), avoid probate WITHOUT the use of a revocab… read more
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My husband is ill and we have a bypass trust. We have several
My husband is ill and we have a bypass trust. We have several bank and savings accounts held in California banks and also have an on line brokerage account. We will be setting up some CD accounts soon… read more
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Does POD designee have right to funds via contract law or does
Does POD designee have right to funds via contract law or does will prevail in California and what statues are relevant? Washinton attorney asking… read more
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In the state of TN, given that a living trust does not include
In the state of TN, given that a living trust does not include 401ks, life insurance policies, ROTH IRA's,how much do I need in my estate to consider creating a living trust ? We have read different n… read more
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Meet the Experts:

Thomas McJD

Thomas McJD

Attorney

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Wills, Trusts, Probate & other Estate Matters

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RayAnswers

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Texas lawyer for 30 years in Estate law

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Ely

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RobertJDFL

RobertJDFL

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ScottyMacEsq

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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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