LexisNexis® Legal Newsroom
Ask Liza: Can I See the Will?

Dear Liza: My adult son just passed away. I would like to know whether, when his Will is probated, I will be able to see a copy? My condolences on your loss. Your son's Will must be filed in the probate court in the county in which he died as part of the probate process. Once it is filed, it is...

Ask Liza: Probate for U.S. Assets; Estate Tax for Non-Resident Aliens

Dear Liza: My brother and I are dual citizens (Japan and US). We both reside in the US. Our Japanese mother recently passed away. She had some cash/ stock/ annuities/ mutual funds in the US, and some property in Japan that we will inherit jointly, with no disputes. She has a social security number and...

Ask Liza: What's a Testamentary Trust?

Dear Liza: I've read that I could create a trust for my children in a Will, then name that trust as a beneficiary of my retirement account. That way, as I understand it, my successor Trustee could manage those retirement assets for my children until they grow up. But if I do that, will my estate...

Ask Liza: Who Inherits When There’s No Beneficiary?

Dear Liza: My dad named his mother as his beneficiary, but she passed away in 2004. My dad died in 2013 but didn’t change his beneficiary. I am my father’s only child and he has no wife, so who gets the money ? When a person dies and there’s no surviving beneficiary named for an account...

Ask Liza: When does a Will Make Sense?

Dear Liza: A friend of mine is considering a living trust. The only property he has is a coin collection maybe worth around $15,000. He has an adult daughter who he doesn’t communicate with and does not want her to get anything. He would like to leave the collection to me. Is a living trust a good...