estate planning

  1. C

    Death after receiving direct rollover distribution checks.

    My mother passed away just after receiving two 401k rollover checks that are directly address to the destination IRA FBO Mom and not the 60-day indirect type made out directly to her. My sister and I are beneficiaries on the original 401ks, the destination IRA, and in the will for all the assets...
  2. U

    Trust Distribution

    Hi, My mother had an uncle and she is a beneficiary of his trust. There is a distribution for my mother from this trust but my mother has passed away. Edward Jones who holds the trust has said in order for the distribution to be received, an estate needs to be setup. My father has his own...
  3. G

    Inheritance to Minors Stuck In Court

    Two years ago, my wife's aunt unfortunately passed away. There was no will, but she had listed our children (ages 2 and 4 at the time) as beneficiaries to her accounts. Prior to this, we had already set up a UTMA account in a major brokerage firm for each of our children and had contributed to...
  4. T

    Estate w/ NO Funds for Probate, Transferring / Cashing-Out Stocks

    We have not received the death certificate for our deceased, Intestate, elderly unmarried, childless uncle of 5 nephews / nieces so we have not begun dealing with probate yet, but we had a question regarding disbursement of his only assets which are stocks from three different companies. The...
  5. B

    Executor of Will, and Encumbrances to Execution

    Hi all! Thank you to anyone who can help with this. My father passed away March of last year. According to the executor, my sister, my dad had assigned myself and my sisters as heirs to his estate. There is suspicion amongst a couple of my sisters and I that the executor sister is not...
  6. G

    Sibling Won't Vacate Parental Home for Estate Settlement?

    My mother passed away several years ago and my father passed away 1-1/2 years ago. Years before my mother passed after another failed marriage my adult sister moved in with them. My mother had POA ready for my dad (with dementia) so my sister and myself were co-POA but could act independently...
  7. N

    Does daughter-in-law have inheritance right when father/mother of her husband dead?

    Is there any code allows daughter-in-law / son-in-law inherit the estate of the parent of his/her spouse ? If yes, can i know which country's code is it ?
  8. N

    In foreign law, does the estate include the deceased's obligations?

    Hi everyone, I'm from Japan. I'm doing a research about estate law. In my country's law, the estate include the deceased's obligations. Can i know in other countries law, is it the same ? If yes, i would really appreciate to know the law source of it.
  9. How to Create a Valid Will - List of Requirements

    Wills How to Create a Valid Will - List of Requirements

    There are many ways to create a will valid. Some states may recognize handwritten or "holographic" wills - even a last will and testament scrolled onto an envelope may be legally recognized. While sometimes we can dispense with formalities, it is generally not a good to rely upon exceptions to...
Back
Top