Fiduciary Duty
How to make my Aunt probate my Mom’s Will
Dear Ms. Allison: My mother passed away in 2003. Her sister, my aunt was living with her. Mom has three other siblings–there were 5 of them all together. At any rate, after all this time, my mother’s estate has still not been distributed; at least not to anyone’s knowledge. My aunt has not shown the…
Read MoreCan the estate administrator represent the estate in a lawsuit instead of a lawyer?
Dear Ms. Allison: There is money owed to the estate I run. As administrator, can I file suit to recover and can I represent estate or do I have to have a lawyer? I am thinking this is like the right to represent yourself in court? This is in North Carolina. Anonymous in Raleigh Dear…
Read More10 Things to know about Filing Estate and/or Trust Income Tax Returns!
I get many questions about estate taxes, especially after the executor or trustee has struggled through preparing them and found that it is not the “walk in the park” they thought it would be. Filing your own income taxes can be such a headache! But if you became the Executor, Personal Representative or Administrator (aka…
Read MoreWhat is the difference between Executors, Personal Representatives and Estate Administrator
Dear Ms. Allison: I am confused. My grandad asked me to be his Executor but when I looked it up online, some people call it an Executor and others say Personal Representative. There are also articles that say Estate Administrator. Some articles use all three. The duties look the same or pretty close. Are these…
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