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Old 08-16-2020, 04:56 PM   #81
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This thread motivated me to recheck arrangements for my mother's estate. She has a will but the dollar level for simplified administration of the estate is lower in Michigan than where she formerly lived. I assumed that the POD accounts would pass directly outside probate. I was able to confirm that this is the case using Nolo (since I didn't want to try to read the statutes.) I think that the best thing is to have a will through a local attorney but that isn't always practical.
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Old 08-16-2020, 07:03 PM   #82
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I THANK YOU ALL SO MUCH for your real kindness in devoting your precious time seriously studying my question to be careful to give me your responsible answers! I appreciate this enormously!

I do have a proper Will and Revocable Living Trust plus all the other accompanying documents to cover all sides of this matter. I also have inside these 2 documents my designated charities (who aren't going to fight among them, lol!)

As to my inquiry about how to designate an IRA and Annuity, I realize that a proper way is to contact the Probate Court in my State so I can think what to do after I learn what my options are. THIS, was the greatest advice from all of you! :-)

I also mentioned not being happy with my estate attorney and that I hated to have to start a search for a new one. However, inspired by the diverse but sensible advice I received from all of you, I feel I'll accomplish this soon so I can leave this world with a smile and not with a question mark. lol!

Again my deepest gratitude to all in this thread! Bye...
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Old 08-17-2020, 09:32 AM   #83
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Originally Posted by Rosedala View Post
... so I can leave this world with a smile and not with a question mark. ...
Thank you. That may be the most eloquent phrase that I have ever read on this forum.
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