Search results

  1. P

    Why aren't retirement accounts of married decedents considered joint assets during probate?

    From what I understand, retirement accounts are generally considered joint assets if a couple were to split up. They are considered joint assets even if they are in one spouse's name. But if a spouse dies and the retirement account has been setup with a beneficiary, that beneficiary will get the...
  2. P

    Is it possible to re-appraise an inherited asset to correct its step-up value?

    There are a number of different kinds of assets which may be difficult, and possibly expensive, to accurately appraise during probate. If an heir receives an asset and thinks the value assigned by the estate is incorrect, can they have their own appraisal done at a later time? For instance...
  3. P

    How to handle mineral rights in prior person's name that were never re-titled to decedent?

    I'm helping with a probate which has some mineral rights that the decedent owns but are not in her name. They are still in her ex-husband's name (deceased). She was granted the mineral rights in the divorce settlement agreement, but some of the rights were never transferred to her name. So...
Back
Top