Estate Law

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Related Estate Law Questions
My mother recently passed away leaving behind a checking,
My mother recently passed away leaving behind a checking, savings, a CD and two IRA accounts. I am signatory on the savings & checking not sure about the others. I am an only child and named as sole h… read more
Barrister
Barrister
Attorney
Doctoral Degree
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My wife and I want to avoid probate when one of us dies. We
My wife and I want to avoid probate when one of us dies. We live in California and have simple wills, basically leaving everything to each other after several lump-sum payments to family members and c… read more
Loren
Loren
43,180 satisfied customers
P. requested: You just answered one of my questions about
P. Simmons requested: You just answered one of my questions about estate law. Here's another. As I'm preparing to make out a will, I'm considering how my debts and PA inheritance tax will be paid and … read more
P. Simmons
P. Simmons
Attorney
Doctoral Degree
1,398 satisfied customers
A Florida branch manager of Wells Fargo Bank sold my father
A Florida branch manager of Wells Fargo Bank sold my father approximately $30,000 in CD's when he was in his 90's. I was listed as POD on the account. A few years later my father's Alzheimer's became … read more
P. Simmons
P. Simmons
Attorney
Doctoral Degree
1,398 satisfied customers
I live in MO. I have approx 1.5M in savings, CMA, IRA, CD.
I live in MO. I have approx 1.5M in savings, CMA, IRA, CD. I have no real estate. My children are both adults and would split the inheritance immediately 50/50. Does it make more sense for me to draw … read more
INFOLAWYER
INFOLAWYER
Partner
Doctoral Degree
74,697 satisfied customers
My mother recently passed away at the time of her death most
My mother recently passed away at the time of her death most assets had been disposed of in order to pay nursing home cost ( realestate, stocks,ira accounts etc.) The remaining assets consisted of the… read more
P. Simmons
P. Simmons
Attorney
Doctoral Degree
1,398 satisfied customers
I am the successor trustee for my parents living trust. It
I am the successor trustee for my parents living trust. It is now a revocable trust, both parents are dead. The beneficiary of the IRA account is this living trust. What is complicating things, is aft… read more
Dave Kennett
Dave Kennett
Doctoral Degree
25,741 satisfied customers
my father died in January. He wanted his estate to be divided
my father died in January. He wanted his estate to be divided equally between me and my 3 siblings and put his estate in a trust with us to divide it equally. He was trying to make the disbursement as… read more
Daniel P.
Daniel P.
Managing Attorney
Juris Doctor
2,741 satisfied customers
I am the executrix of my deceased counsins estate (who had
I am the executrix of my deceased counsins estate (who had a will in place at the time of his death). I am to receive everything with the exception of a certain % of the residuary estate that is to go… read more
Jack R.
Jack R.
Partner
Juris Doctor
6,136 satisfied customers
Is a revocable trust the way to go for my mother who is 91
Is a revocable trust the way to go for my mother who is 91 (father deceased)? what is involved and projected cost to create one if needed.… read more
socrateaser
socrateaser
36,651 satisfied customers
Good Morning. My father passed away. He had a living trust,
Good Morning. My father passed away. He had a living trust, in California, of which all assests were in except one. The one - an IRA leaving my mother (passed away-2001) as beneficiary. Amount, approx… read more
Ellen
Ellen
Attorney
Doctoral Degree
20,888 satisfied customers
My Godfather died 12/26/09. He was never married, nor did he
My Godfather died 12/26/09. He was never married, nor did he father any children. He left a home, monies in a checking account, a CD & an IRA. He had no written will that we can find. He Lived in Cali… read more
Dave Kennett
Dave Kennett
Doctoral Degree
25,741 satisfied customers
My father is 84 and would like to provide for his children
My father is 84 and would like to provide for his children when he is gone. He has already taken out a will, but not a living will, because my sister has convinced him that it is not worthwhile, and "… read more
Daniel P.
Daniel P.
Managing Attorney
Juris Doctor
2,741 satisfied customers
I was going to put my mothers Fidelity IRA into her Trust
I was going to put my mother's "Fidelity" IRA into her Trust to avoid probate. The IRA has her 6 children listed as beneficiaries (which is the same equal distribution as the Trust.) I was told by Fid… read more
Irwin Law
Irwin Law
Juris Doctor JD
7,642 satisfied customers
our father just passed away. our mother is still alive. they
our father just passed away. our mother is still alive. they have a will and she just updated it today. the attorney they used said that when she passes away, it will have to go through probate. i dis… read more
Legal Eagle
Legal Eagle
Attorney
Doctoral Degree
538 satisfied customers
My mother is now alone as my dad passed away about 1-1/2 years
My mother is now alone as my dad passed away about 1-1/2 years ago. Her simple will designates that all of her estate (a small one) gets split between my brother and I (her only children). She thinks … read more
Daniel Solutions
Daniel Solutions
Doctoral Degree
5,212 satisfied customers
My mother set up a living trust with my step father in 2002.
My mother set up a living trust with my step father in 2002. The trust and theirs wills had specfic Irc codes in them The wills contain section 2631 (a) and probate code sections 21611 and 21621 the t… read more
legaleagle
legaleagle
Attorney
Doctoral Degree
7,048 satisfied customers
ESTATE ATTY ONLY PLEASE I live in California as does my parents.
I live in California as does my parents. My Father is worth somewhere between 5 & 6 million dollars. He has a commerical building and a home each worth about one million each, the balance of his worth… read more
ozaukeecpa
ozaukeecpa
CPA Firm Owner
Master's Degree
1,732 satisfied customers

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Meet the Experts:

Thomas McJD

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RobertJDFL

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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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