FreeAdvice has a new Terms of Service and Privacy Policy, effective May 25, 2018. By continuing to use this site, you are consenting to our Terms of Service and use of cookies.
A relative of mine is recently deceased. He had a number of bonds that has a survivor's option (payable at par upon death). He purchased them at 80 a few years ago. I've been told that I need to leave them in his current family trust account without changing the SSN or trustee in order to be...
A relative of mine recently died and name me the executor in his will. He has lots of debts (large one to the IRS) and NO assets - even his bank accounts are empty.
Do I have to file the will for probate? I don't want to spend any money or time as I know I will get nothing back.
Before I retired I selected a 10-year payout for my deferred comp and non-qualified pension plan. I am in my 6th year. Is there any way that I can accelerate he payout and get the remaining money?
I heard something that said that you needed to affirm your selection of payment period within...
This site uses cookies to help personalise content, tailor your experience and to keep you logged in if you register.
By continuing to use this site, you are consenting to our use of cookies.