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I'm a 74 year old male and a resident of Louisiana.I have
I'm a 74 year old male and a resident of Louisiana.I have one daughter who has my only biological or legal granddaughter. Here husband is a never-do-well who claims to be a realtor but he has sold onl… read more
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Deceased mother's estate is very small, approximately $5000.
deceased mother's estate is very small, approximately $5000. In her will I'm named as her beneficiary for her checking account money ($5000). … read more
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Attempting as Trustee of deceased grandma's trust/estate to
Attempting as Trustee of deceased grandma's trust/estate to apply online IRS.gov for an EIN but have reached the point of the IRS app Box: "Trust filing as an Estate under Sec. 645" ?I think the answe… read more
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My mother is currently in a nursing home and is receiving
My mother is currently in a nursing home and is receiving financial assistance through Medicaid. She recently received an insurance check for her son who passed away because she was the beneficiary on… read more
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When my brother died in 1984 my mother took the proceeds from
When my brother died in 1984 my mother took the proceeds from his life insurance and set up two annuity accounts with the benificiaries to a college he attended and an orginization she was a member of… read more
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I live in Jacksonville, Florida. My work is overseas. My mother died in March, my father
I live in Jacksonville, Florida. My work is overseas. My mother died in March, my father died in April. They lived in Las Vegas, Nevada. I have been in Las Vegas for a month now waiting for my father'… read more
Legalease
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My father recently passed away and my mother is healthy with
My father recently passed away and my mother is healthy with long term health care. All assets are in a living trust where I am the beneficiary. My father was ill for many years, hence the need for th… read more
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Refers to how to write Will avoiding probate How should a
Refers to how to write Will avoiding probate: How should a house, stock, and bank account be listed in a will? My mother would like it written so that the property will be divided between the two of u… read more
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....my dad just passed in december me the son and my fathers
....my dad just passed in december me the son and my fathers wife are to split per capita his estate no homes are involved iust annuitys ira some some isurance policies cds a new vehicle and money in … read more
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My grandmother passed away in Utah and I as her grandson is
My grandmother passed away in Utah and I as her grandson is listed on her will as executor. The will was created in 2005 in North Carolina. She owned no property, but had a small life insurance policy… read more
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In Pennsylvania, can my son serve as the trustee of my irrevocable
In Pennsylvania, can my son serve as the trustee of my irrevocable trust? He is also a beneficiary to the trust. If not, can my son in law act in that capacity as he is an attorney? He is not a benefi… read more
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In my mothers will it states I give, devise and bequeath
In my mother's will it states: I give, devise and bequeath all of my annuities, life insurance policies and money market account(s) to my children who survive me, in equal shares. The three of us chil… read more
Isaac, Esq.
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My mother passed away 10-21-10. She had no assets other than
My mother passed away 10-21-10. She had no assets other than her house, with has a revocable trust leaving it to me. She has a $5000 life insurance policy, with my sister and I as equal beneficiaries.… read more
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my mother is soon to pass away....I have her home in a trust
my mother is soon to pass away....I have her home in a trust with me and my 2 brothers as beneficiary. my mother also has 4 bank accounts with approx $150,000 total....What is the best way to make sur… read more
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My mother passed away in 2007 in Hawaii. I am the 1st Successor
My mother passed away in 2007 in Hawaii. I am the 1st Successor Trustee of her Revocable Living Trust. My mother also left a Will. Both state that the 3 children get equal shares of all her property, … read more
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My husbands sister recently passed away and he is executor
My husband's sister recently passed away and he is executor of her will. She had two CD's that were in both her and my husband's name. Do they have to be included as part of the estate or is he entitl… read more
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My aunt was a resident of Toledo but was moved to Detroit michigan
My aunt was a resident of Toledo but was moved to Detroit michigan when she became ill. She has since died, during her illness the family put some of her savings in an annuity to grow for her nursing … read more
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My father died in Kentucky and had an annuity with NY Life,
My father died in Kentucky and had an annuity with NY Life, listing the beneficiaries as his four children. He was in a nursing home for 9 months. If he owed medicare any monies due, can they attach t… 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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