what is a keystone inheritance trust?

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Answered: How do you find if you inherit

The executor for the deceased is obligated to inform you of your inheritance. Usually that is the attorney of the deceased. If there is a question, the attorney can usually answer it. If there is a contest to the validity of the will, then it goes to probate court and the judge will decide the ...

Answered: How do you find out if a person that has deceased has a trust fund for

A trust fund is a private document. Only the trustee and those with special interests in the matter (like the beneficiaries) shall know about it. Trusts are usually discussed with the principal holder, immediate family members, and a lawyer.

Answered: My mother and my brother inherited a duplex from ...

The best legal option is to hire a lawyer.

Answered: Shared inheritance property

You could get the owner of the property to rewrite the will.

Answered: Any idea on difference between mutual fund and unit trust?

I have a DBS account so I visited DBS unit trust FAQ page and got this: - A unit trust pools money from many investors, which is then invested in a variety of assets in order to meet specified investment objectives. The pool is managed by a team of full time professionals and a trustee is appointed ...

Answered: Trusts for Grandchildren

A trust can be set up for grandchildren or for anyone else or even a pet. If your assets are very large (millions), you will need to consider possible generation-skipping taxes. This is general information not intended as legal advice. No attorney-client relationship has been established ...
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CD Inheritance

A cd in your name and its inheritance? was it origionally a POD, payable upon death account? where as you would be the payee upon the death of whoever left it to you? if so, check how the cd was origionally titled. or had the deceased put some money into a cd ad made you the owner? if you are ...

My dad pass and has a living trust what do i do now

The first thing to do is read the trust and/or consult with the attorney who wrote it. When your father died his trust became irrevocable. It can no longer be changed and the provisions must be followed exactly as written. It can no longer use his social security number as a tax ID and a new tax ...

I am 70 years old and need to generate income. I am coming into a 6

Contact a Licensed Financial Planner/Registered Investment Advisor that works on a Percentage of assets managed & does Not work on commission.

Transfer of my large inheritance from a revocable trust, to a irrevocable

Yes, you can transfer your large inheritance to a irrevocable trust of which you are a beneficiary, and this transfer would NOT be a taxable event in any way, gift or otherwise. One thing though, the irrevocable trust needs to have language in it that allows principle to be added to it (most do ...