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My Aunt Just Died. Can I See the Will?
Dear Liza: My wife’s Aunt just died. We went to the funeral because they had been rather close and she wanted to represent her mother’s side of the family. While attending there was a passing reference...
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The Right Plan for Now: Living Trust
Dear Liza, I’m a young professional and would greatly appreciate your feedback on what type of trust, if any, would suit me well given my current financial and life position. I’m single, 29 years old...
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Disinheriting a Child
Dear Liza: My husband and I both have a will that states we are each other’s beneficiaries and executor’s and our son as 100% beneficiary of both of us died,. My husband has a daughter by a previous...
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Can the Executor Give Away Estate Assets?
Dear Liza: My husband is the sole executor (and only child) of his mother’s Will. There are no other beneficiaries listed in her Will. The only asset she had was a home which is valued at about...
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Who Inherits When There’s No Beneficiary?
Dear Liza: My dad named his mother as his beneficiary, but she passed away in 2004. My dad died in 2013 but didn’t change his beneficiary. I am my father’s only child and he has no wife, so who gets...
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When does a Will Make Sense?
Dear Liza: A friend of mine is considering a living trust. The only property he has is a coin collection maybe worth around $15,000. He has an adult daughter who he doesn’t communicate with and does...
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Will or Trust, Which is Better?
Dear Liza: My husband and I have one adult daughter – 20 years old. We are in our 60’s and want to set up a will or a trust to ensure that 100% of our property and investments goes to our daughter,...
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What Should I Do About Assets Not Held in Trust?
Dear Liza: My husband and I married in our 60’s and managed our affairs as “yours, mine and ours”. He held his assets in accounts named as his trust. All combined assets were joint accounts, joint...
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My Aunt Left Me a House, is Probate Required?
Dear Liza: My relative passed away and I am the only surviving close relative. She left a will that listed me as the beneficiary of her real property. Her only assets were a small house tax value,...
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Who Gets the Life Insurance and How?
Dear Liza: My mother passed away recently and had everything, including her checking, savings, etc., in a living trust. But one of her other insurance policies had my deceased father listed as...
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![Personal Investments • Re: 401k investments [which to choose?]](http://i.imgur.com/wA51OIw.png)
