Michael David Siegel's answer No. There is no need for the will or probate. The accounts go to you, and the annuity, on presentation of the death certificate, will go to the beneficiaries. If there is nothing else, you are done.
Michael David Siegel's answer You should not have made the distribution without getting the EIN number for the return. When you get a receipt and release you should also get the EIN number. However, the IRS will accept the return.
David Lacher's answer No probate is required for trust-owned/trust-titled assets. The trustee is responsible for distributing those assets in accordance with the terms of the trust, without separate court permission, without separate waivers or consents from any third parties, and without additional separate authority needing to be granted to the trustee. But the main point is, the mere creation of such a trust accomplishes nothing by itself. Once the trust is created, all the individuals’s assets must be...
Michael David Siegel's answer Your question makes no sense. If you are the owner, then her debts are not on the house. If she is, there is a way to deal with it, but as she lived in FL it is an FL question.
Michael David Siegel's answer Gross, but you are doing it wrong. Real estate cannot be sold unless there is a will requiring it, and there are no commissions on real estate unless circumstances are right. Will can also limit rate.
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