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Questions & Answers

Is it normal/ok to sign receipt of inheritance if I have not gotten the dispersement?

My sister is executrix of our father’s estate and I am in NY. She sent me this receipt and is saying she will not disperse the payment until I have signed and sent back this receipt saying I already received this. Can you do that? This seems strange. ANSWER BY MARGARET CROSS-BELIVEAU: When I represent the executor/personal representative of an estate, I always have the beneficiaries sign a release. It protects the executor from any beneficiary

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Is a verbal agreement binding?

Mother and stepfather verbally proposed I mothers son would inherit property if I stayed and took care of them..I have now been here 5 years . Mother passed first and now stepfather wants me to pay for the property after I have taken care of just him past 3 1/2 years. He has decided to go live with biological son who hes just met after 61 years and is changing all aspects of a living trust

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Parents have different beneficiaries in wills.

My step mother passed away about 2 months ago and my father is very sick and sedated. They created their wills about 10 years ago and just notarized them shortly before her death. She had expressed wanting to change her beneficiary to my but at the time of her death, it was her sister (secondary to my dad of course). I’m an only child so I’m the sole beneficiary on my fathers will (secondary to my

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Would I lose government benefits such as medicare, medicaid and medical assistance if I have Special Needs Trust?

I am looking to do Special Needs Trust for family member because she has disability and inherited little bit of money (below $50,000).  Her family wants to do a family business.  but she can’t be working by herself and managing her money so i think about Special Needs Trust but my concern if she gets some income would she lose her government benefits which she relays on for her disability and medical condition. Thank you for

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What rights do offspring have to deceased parent’s estate?

ADDITIONAL INFORMATION: My dad passed away in 2010. There was no will (as far as I know). He and his wife (not my mother) bought and owned property together. I have not been in touch with his wife since his passing, but I know she has since sold their house, and has remarried. She has no children, and I am the only offspring my dad had. I am just wondering if there is any legal right

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What kind of attorney should i be looking for to help with estate affidavit?

ADDITIONAL INFORMATION: My dad passed away in 2006 and apparently had a life insurance policy. My aunt found it recently last year and send me the policy number and company that held the life insurance. I was told i will have to do a transfer of ownership for the policy in order to keep or cash it out. The problem is they are requesting his death certificate and a small estate affidavit based on the county

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Parents made wills in 1996. Nothing has changed except their age/health. Any concerns over the validity of the wills?

ADDITIONAL INFORMATION: Wills were made and recorded in 1996. They have the same address, they’re still married, all their children and grandchildren are still living, and little, if anything, in their lives has changed. Given the state of their health, should we be concerned with the wills’ validity given the age of their wills? ANSWER BY MARGARET CROSS-BELIVEAU: A validly executed will remains in effect no matter how long ago the wills were executed. I am

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How can I best find a top rated estate attorney, licensed in both MA and NH, for settling my sister’s estate?

ADDITIONAL INFORMATION: I’m looking for a top rated wills, trust, and probate attorney, licensed in both New Hampshire and Massachusetts, to help with settling the estate of my recently deceased sister. My brother and I are co-executors of her estate. My sister’s official residence was Nashua, New Hampshire where she owned a condo and filed her taxes. She also owned a house in Concord, Massachusetts. There are likely complications involving a trust for two of her

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