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My parents passed away in 2019. They died a week apart. They
My parents passed away in 2019. They died a week apart. They had a small estate. I am their personal representative, have opened an estate for each parent and have questions regarding their joint tax … read more
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My 88 year old mother passed away leaving a total of about
My 88 year old mother passed away leaving a total of about $300,000 to be split 3 equal ways between us 3 siblings. There are 4 main accounts to be disbursed. One bank account has 2 of the 3 siblings … read more
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My mother had a bank account that was solely in her name. My
My mother had a bank account that was solely in her name. My step-father told me and my sister that it had about $24K in it, and that he was taking the money for his widow's portion. However, he did n… read more
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Good Morning, Ray. my mom's bank account has me as her rep payee, and her last SS check and pension will be issued to her estate. it will still be issued direct deposit and that bank account is listed… read more
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My sister has Durable POA for my 90 year old mother who has
My sister has Durable POA for my 90 year old mother who has dementia. My mother gave her POA in 2003. My father is deceased. Both my parents wills have a testamentary trust wherein they mention all th… read more
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my mother is 85 and terminal. my sister has power of attorney.
my mother is 85 and terminal. my sister has power of attorney. It has a paragraph say"agent may make outright gifts of cash, securities, and real estate to permissible including spouse,my children, ch… read more
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2 sisters, 1 brother-first widowed sister gets boyfriend-second
2 sisters, 1 brother-first widowed sister gets boyfriend-second sister (who has no children and is widowed) hates him-so do first sister's daughters-make life miserable for first sister. Daughters sid… read more
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no property no will-small amt in a CD-need to allow the beneficiary
no property no will-small amt in a CD-need to allow the beneficiary to have access to these funds… read more
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If a family member passes away and has left his mother, who
If a family member passes away and has left his mother, who is under guardianship by the state, as the benficary to their insurance policy, who is responsible to for the policy so the family member ca… read more
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Can I continue to deposit funds to and write checks from our
Can I continue to deposit funds to and write checks from our deceased mother's bank account. We have not yet filed the petition for probate of her will? I am the POA for her.… read more
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I was the authorized representative (POA) for my ex-mother
I was the authorized representative (POA) for my ex-mother in-law during her 5 yr stay in a nursing home, covered by Medicaid. I was also named on her checking account as POD to pay her bills. She die… read more
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Can POD be ordered back for creditor or estate maintenanance
I live in Indiana and received a POD CD I deposited in my own account. I am also the executor of my dads estate. My cousin, who was POA for my Dad; wrote a check to the funeral home for dads funeral e… read more
lwpat
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Are beneficiary proceeds taxable on my personal Income tax
Are beneficiary proceeds taxable on my personal Income tax? I am co-executor and co-beneficiary ( equal with my sister) of my mothers ( deceased) estate in New Jersey. I have redeemed a POD bank accou… read more
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Mother passed away with a will designating that all assets
Mother passed away with a will designating that all assets are left to her revocable trust. In case it is relative, prior to her passing, we were in the process of applying for medicaid. She held no r… read more
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Scenario 1 Six children. Three living. If probate is in control
Scenario 1: Six children. Three living. No will Found. If probate gets control of the estate of a childless recently deceased brother's estate, will the estate be split up equally between his three li… read more
Ellen
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My question involves power of attorney. I had power of attorney
My question involves power of attorney. I had power of attorney for my mother and father, who recently died. My mother leaves a bank account of approximately $5,000. (Because my parents had no substan… read more
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My 52 yr old father moved from MA 1 year ago to live with me
My 52 yr old father moved from MA 1 year ago to live with me in CA. Last week he became very ill, I called an ambulance to take him to the hospital. My father was uninsured so the hospital started Med… read more
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If a person has a checking account & money market acct w
If a person has a checking account & money market acct with "paid on death" to one's children, or has them listed as beneficaries for the accounts in a "Living Will", is the "successor trustee" or "Po… read more
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Meet the Experts:

Thomas McJD

Thomas McJD

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Wills, Trusts, Probate & other Estate Matters

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Barrister

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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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Fully licensed attorney in Texas in private practice.

RobertJDFL

RobertJDFL

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P. Simmons

P. Simmons

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12+ yrs. of experience including estate law.

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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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