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Related Estate Law Questions
My wive and I live in Oregon and could have an estate large
My wive and I live in Oregon and could have an estate large enough to be significantly affected by the estate law. We have a trust and the question is could our tax obligation disappear if the survivo… read more
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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
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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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Facts: A revocable Living Trust was set up in California. According to the terms of the Trust, it becomes irrevocable upon the death of the Settlor (person setting up the Trust). The Settlor did not m… read more
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I am the executor of my dads estate. All of his assets are
I am the executor of my dad's estate. All of his assets are joint accounts or in a trust, his goal to avoid probate. He wants everything liquidated and distributed. Should I open a executors/trust acc… read more
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ONCE i HAVE ALL SIBLINGS APPROVAL TO FILE A TRUST FOR ESTATE
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My husband and I are Florida residents. We have a condo in
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Without using an irrevocable trust (strong preference of Dad), is the best way to avoid estate/inheritance taxes to have joint accounts or have beneficiaries? My 83 year old father will pass away soon… read more
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The will probated in 2006 in TX granted [via a codicil grantor
The will probated in 2006 in TX granted [via a codicil grantor executed shortly before dying] a "life estate in the net income" from a lease of investment real estate in CA to grantor's surviving spou… read more
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Trust has only one home, no cash and debts. As Widow and
Trust has only one home, no cash and debts. As Widow and administrator, her huband willed the entire home to his 2 children if the Step Mother dies prior to the sale of the home.If Home is sold prior … read more
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In CA when a spouse dies and the house which is in a Family trust what happens to the Prop 13 protection? Must the surviving spouse choose to split the trust to an AB if so must it be equal in value? … read more
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My mother passed away, and my father has remarried. My mother
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My niece and I have inherited my late mother's home that has a small mortgage. May we go through the assessor's office and have the deed changed or what is the proper protocol? Thank you in advance.… read more
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should my cash accounts have the sencond benficiary listed
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My father, whose permanent address is in Oklahoma, is now staying with me in Texas and will pass away here in Texas. He does have a will that he made in Colorado two years ago, but we have been told 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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