After a few weeks of dealing with a couple companies, I found that one company would allow me to have the 50% of the value of the account. However, when I asked them to liquidate any stocks or mutual...
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After a few weeks of dealing with a couple companies, I found that one company would allow me to have the 50% of the value of the account. However, when I asked them to liquidate any stocks or mutual...
On a related subject, there is another account in a different company that may partner was able to put my name as a beneficiary. In this case, when I spoke with the representative to fill out the...
Yes, this particular account does not have a beneficiary and at this point, I would like to collect the money and put it in the estate checking account for expenses. I tried to ask for an official...
I now have more forms to fill out and one of them is the W-9 form. This was sent by an investment company that my partner has mutual funds with them. I told them that I want all the funds in his...
The house has a small amount of mortgage left on it. I will pay it off so that it will be free and clear when I own it. Thanks for reminding me about the $250K capital gains tax. I will get the house...
Thank you very much for the answers. At this point, I have no plan to sell the house and I am living in it now. I might a year from now but I don't have a plan at this point. I can understand that if...
My question involves estate proceedings in the state of: New Jersey
My partner passed away a few weeks ago and I already went to the Surrogate's Court with his will and received a certificate...