Search results

  1. R

    Should I change my 25% estate Lawyer???

    [Not sure if I'm in the right thread, but....] Hello, I think I made a mistake in hiring an "estate" lawyer about 2 years ago or so since he only has 25% experience in estates. His principal subjects are immigration and another one I can't recall now. Do you all think this is sufficient...
  2. R

    Dissolve L.R.Trust that's too hard to keep re-titled?

    Hello, I'd appreciate a lot your opinions on the following: I have a Living Revocable Trust and when I began re-titling my financial accounts into it I realized of the enormous, time consuming work, especially each time one opens an account or changes one even within the same bank or out...
  3. R

    Hired the wrong estate attorney...what to do?

    Hello, I recently searched for an estate attorney under subject: "Estate Attorney and Executor?" and many of you were so kind and helpful for which, again, thanks so much to all!!! But alas, I failed to follow ALL that excellent advice and I just realized that I hired a week ago an attorney...
  4. R

    Estate Attorney and Executor?

    Hello, would anyone here might have any ideas how to go about hiring a new estate attorney? I had one estate attorney for years, Ms. X, who prepared my whole package of documents and was also going to be my executor as well as take care of everything else needed. But she retired and moved out...
  5. R

    Institution missed my 2016 RMD!!!

    Hello, I'm retired though not an "early" retiree, but I hope someone can help me? My institution missed my 2016 RMD despite my letter giving precise instructions as I did each year. I received the RMD check BUT on Jan. 10 of this year instead of on 2016, so no 1099 for 2016. Should I take...
Back
Top Bottom