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Annuity issue. There were no beneficiaries named on my
Annuity issue. There were no beneficiaries named on my mother's deferred annuity when she died. The annuity company required the annuity to be paid out in a lump sum to the estate. Must this full amou… read more
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I received a 1099-R from my father as I was the executor of
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client died on 11/25/2008 and had a revocable living trust
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My mother died in 2006, in the estate were old E and EE ...
My mother died in 2006, in the estate were old E and EE bonds. The estate redeemed and deposited in the estate checking account. At closing of probate the estate dispersed the bond proceeds equally to… read more
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My mother died in January with less than $50,000 total worth. $35,000 of this was put in an IRA annuity just before she died at the recommendation of our banker. It is only my sister and I and we simp… read more
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