Get free answers to your Estate Planning legal questions from lawyers in your area.
answered on Apr 25, 2024
Yes you do, and estate planning is easy!
There are several important reasons why a young professional should consider getting a will done and engage in simple estate planning:
1. Protecting Assets: Even if you don't have substantial assets now, you may acquire them. A will... View More 
I'm in a very compromising concerning tax situation this year for 2023 apparently I have been investor IRS tax fraud as a beginning 2019 tax return 2020 and 23 I did file my tax return for 23 where was then audited and still currently being audited for tax fraud and investigation I don't... View More
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answered on Apr 15, 2024
It sounds like you are dealing with a complex and stressful tax situation. Here are a few suggestions for next steps:
1. Gather all relevant tax documents and records, including past returns, W-2s, 1099s, receipts, etc. Having everything organized will help in addressing the audit.... View More
My sister made it seem to us that she was in control of everything and would not even let me go in my mom's house. Here it is a couple months later and I just found out by that sister that they found my mom's original will and I am the only child on it and her lawyer advised her to walk... View More
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answered on Jun 21, 2022
You need to obtain the original will and hire a probate attorney to help you. If your sister refuses to deliver the will to you, a court can compel her to do so.
Is the estate holder responsible for the debt?
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answered on Apr 12, 2021
You are not PERSONALLY responsible for paying the mortgage, but if you don’t pay it the lender can foreclose. Also, given that the decedent transferred the property to you prior to death, it is not part of his or her estate. The transfer removed the property from the decedent’s estate and was... View More
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answered on Apr 16, 2020
No. Your ex would not have any entitlement to your inheritance even if you were still married. However, if you still owe your ex anything for support or division of property or anything like that, your inheritance will be a collectible asset if it is given to you outright. If your inheritance... View More
Both my parents recently passed. Only 1 had a will and it named me as executor. Understanding is low and the stress is high. I have no idea what needs to be done. I have zero money for I'm guessing what would be a probate attorney. Is that even a financial obligation to me anyway? I'm... View More
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answered on Feb 24, 2020
Schedule a consultation with a probate attorney in the vicinity of where your parents had lived. Often initial consultations are free. You might be pleasantly surprised to learn that the attorney's fees are paid out of the estate.
Mom accured dementia after my youngest brother passed. Thats when my sister had her name listed as executor and POA.
answered on Jan 19, 2020
Until your mother actually dies, the terms of her will are of nobody’s business except hers. Whether the POA was properly obtained is a matter that needs to be evaluated by an Iowa attorney who practices in estate planning and/or civil litigation.
My sister left no will and left me as the benefiiciary on her life insurance. The life insurance company said I need to set up an estate, how do I do this for a small estate? My sister has no realestate, nothing else.
answered on Jan 7, 2020
Usually if you were named as a beneficiary on a life insurance policy upon providing proof of death and identification the funds will be paid directly to you. I suggest getting clarification in writing of exactly what it is they want.
My grandmother left 2 CDs left to my father in her will, also stating that if he passes within 30 days then they would go to me, my father passed 3 days later. The bank only had my father as a beneficiary, so they were put in his name. My father did not have a will. The bank told me they... View More
answered on Jan 10, 2018
I'm sorry for your loss, however it sounds like your Grandmother messed up here. If there is a beneficiary named on an asset, the will does not control it, and if your father died 1 second after your grandmother, then the bank did what it should by placing the CDs into your father's name.... View More
answered on Oct 27, 2017
It depends on the terms of your probation and your particular case. For example, if the crime for which you are on probation involves hunting wildlife on federal lands then probation may include the condition that prohibits hunting including by bow. However, if you are generally asking whether... View More
My father had taken care of taking my mom's name off of his checking and the house deed. So it seems I might have lost any right to their estate since there is a will that was unsigned at the attorney's office naming my brother and I to inherit everything. My step father did not have... View More
answered on Aug 4, 2017
Contact an experienced probate attorney in Iowa (or California, perhaps). If your mom died without a will, her spouse and children should share her property. It may be hard to recover money or property that has vanished, but if your step-father died with property, you may still be able to prove... View More
The estates were probated and settled. Years later a number of trust accounts have appeared as Iowa unclaimed property. The accounts have been mostly depleted with some positive balance.
Q 1. Who is responsible for the error?
Q2. If the accounts were valued more at the death of... View More
answered on Jun 19, 2017
If there were a TRUST at the time of passing, the successor Trustee should have managed this -- it would NOT have gone through or been the responsibility of the Estate representatives.
This highlights the importance of people keeping their records in order to insure their heirs will know... View More
Said I can't withdrawal it, now all her children have to come in and sign a paper and now it's considered a inheritance and it's a different process, is this correct? They don't go back to the date of the request?
answered on Apr 7, 2017
Your question is unclear. Did YOU as her PoA attempt to withdraw BEFORE she died? Then the process would have required only your signature. If she was ALREADY deceased when you made this attempt, then either the beneficiaries (if named) on the account will all need to contact the management company... View More
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