Question: If I want to leave someone money from my mutual funds, does that have to be in my will or can I just make that person a beneficiary of that fund or partial beneficiary? Will that be [...]
Question: I want to change my will. Can I go to different attorney? Do I have to notify my current attorney who wrote my current will? Response: Yes, you can go to any attorney to update your [...]
Question: When we lived in South Carolina, my wife and I spent big bucks to get a will prepared. I think it was 2014 or 2015. We moved to Georgia in 2016. Our daughter is almost 14 years old. Do [...]
Question: I have a living brother and a half brother that are beneficiaries of my parents’ estate. My mother’s will stated that certain investment accounts were to be divided in [...]
Question: My mom has a vehicle loan that’s to be paid off upon her death. She left that vehicle to me in her will. My aunt won’t let me have it. She said it’s not part of the [...]
Question: I’ve been badgering my Dad (age 62, single, with health conditions), to sign durable power of attorney and health care proxy documents for many years now. I think he finally [...]
Question: I have investments with Edward Jones on which the beneficiaries have already been named. Do these have to be listed in my will or trust? Response: No, your beneficiary designations [...]
Question: How do you find out if you were in someone’s will? Response: After someone has died, anyone holding their original will is required to record it at the appropriate probate court, the [...]
Question: In trust documents, my cousin, the settlor, specifically has a clause that states I can eliminate any beneficiary that contests. I did remove one beneficiary. He is now suing me, saying [...]
Question: My mother is 90 years old and in good health but never planned for leaving this earth. She is a single woman and I am her daughter. She owes $23,000 on her home and lives off of Social [...]
