There was one detail (question) I inadvertently left out. The Estate Attorney we're working with said there was a %4.5 charge to incoming assets into the estate either above or below 100k. I thought it was above 100k, something has come up that they're saying below. Either way, is this a...
Thanks Tax Counsel, appreciate the advice. Parents have some assets and why there is a trust, yet, no experience to say how complex it is. I'd have to guess probably not too bad, they did ok, but we're not talking millions and millions. Also see the value in using professional services to get...
Thanks for your reply adjusterjack. Yes, they were married when she passed away. Yes she has a will. She and my father have some assets but in general would guess it's not too complex. thank you for the info, much appreciated.
Hi,
My mother had an uncle and she is a beneficiary of his trust. There is a distribution for my mother from this trust but my mother has passed away. Edward Jones who holds the trust has said in order for the distribution to be received, an estate needs to be setup.
My father has his own...