A waiver like this is pretty normal. The Trustee is generally wanting to make final distributions and close the estate. They want the beneficiaries to acknowledge that they have received what they were entitled to, and are not going to try to later sue the Trustee or the Estate. If you have...View More
Life Insurance - it just depends on who the beneficiary of the policy is. If you are the beneficiary, then submission of a death certificate and a little paperwork for the company will be enough. If mom is the beneficiary it is similar, but obviously her...View More
Mom is in hospice in Texas. She owns a property in Maricopa and Gila counties. Will need to get daughters name added to the deeds of these properties and on the Maricopa property we need to remove her husband who passed away.
It can be done. The most difficult part of something like this is ensuring that the former spouse can be removed simply. How easy that is depends on how they held title together. Finally, a beneficiary deed might be a better fit than adding daughter to the deed. It depends on the reasons for doing...View More
If your case is still open, it is possible that you will have to turn over a portion of your return. The amount would likely be 5/12 of the refund you receive because you filed in May. If you have any attorney, they can assist you in determining how best to handle this. Ultimately, if your trustee...View More
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