Mom passed, monies in checking account / investment account. I opened estate account. Do I need to pay taxes on these monies?

The taxes that may be due will depend upon the size of the estate and the location, as you may have both a federal and a state tax component....

If inheriting beneficiary missed deadline to take Trad. IRA RMD for Year of Death which is best to avoid penalty?

You can try to file a 5329 without payment and request forgiveness on account of incapacity in advance of her death, or whatever is consistent with...

Any notary can notarize a will and any person can be a witness. Witnesses should be disinterested parties, meaning that they do not collect under...

Is my employer discriminating against me?

You may have a discrimination claim, depending upon the circumstances. Working under your wife's name is a bit of a wrinkle, but it does not alter...

I am a Co-Trustee/Trustee of both a Trust B / Trust A Trust in Probate Court. As such, how do I obtain representation?

You need to speak with a specialist that is experienced with working at your local court. There may have been a technical issue, but courts are...

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Can a house be sold while it is in a irrevocable trust?

Trusts can play by there own rules, within limits. So, this depends on the trust, but if this is a more standard situation, which it probably is,...

Living trust

It is unlikely that there will be jail time in such a matter, but certainly possible on account of some sort of concurrent bank fraud, or some...

I recieved payment from a trust that was dissolved in 2014. The lawyer had me fill out a W-9 form to send me a 1099, weeks have

Your will need the K-1 to attach to your 1040. The K-1 separates the return of capital from income, as income probably will be taxed. You should...

Re: trust fund established for patients with/died from Mesothelioma, what are the requirements for filing a claim?

If you are unhappy with the representation of an ongoing case, you can always change representation, provided, in this case, you are the proper...

It is unlikely he could take it if you were the listed beneficiary without you knowing, but it is possible that he could have changed the...