Is this for an Estate? If so, you would execute a Refunding Bond and Release to close the estate. Typically, the amount is what you have actually...

I am single and have a life insurance policy for 25000. Would that be tax exempt if I left it to my daughter.

Yes, the insurance proceeds would be exempt for Estate Tax and Inheritance tax purposes. Is this a new policy? If so, some small policies can be...

Units or shares in limited partnership

This is complex. Normally, a Limited Partnership would not be used. Also, I do not like you personally being the general partner. Typically, I...

Can I compete against partners while retaining my 1/3 ownership in an LLC and taking them to court as an oppressed minority?

You need a good business litigation attorney. Call me and I can give you a good referral. Also, you need a tax and business attorney to...

I have a joint tenancy/right of surv with my fiancé, are they responsible for mortgage should the relationship not continue?

Frankly, there is a problem. First, if the mortgage is not paid, then your credit will suffer. Secondly, if the utilities are not paid, then damage...

Can a person withhold a 2 week overdue payment to me, refusing to pay until I fill out the W9 they just gave me today?

Requesting a W-9 is reasonable, If you perform more than $600 of work, their accountant may have advised them to issue you a 1099. This is not...

If you are married and your husband died and your name is not on the deed to the house is the house still yours no will

Please speak to a good tax and estate attorney. These issues are very fact sensitive, Do you and your late husband have any children together? Did...

I am listed as a joint owner on several of my father's checking/saving accounts. Will I be subject to any inheritance/gift tax?

There is a difference between Estate and Inheritance taxes. Estate taxes are based upon the estate. Inheritance taxes are based upon the amount and...

What can I do if my tax refund is taken despite filing form 8739 claiming injured spouse status?

Next year, file as "married filing separately." Once you get your refund, you can then have the tax return amended to filing jointly. Good...

How do I find a good lawyer to help me set up an S Corporation or an LLC?

You need a tax and business lawyer with experience in asset protection planning. Remember, no entity will protect you from personal...