How do I secure my inheritence?

The key is the terms of the Living Trust and whether or not your Stepfather gets access to all the assets until he dies or at the time of Mom's...

Why does a lawyer in MA need $7500.00 to file a will. He is the excecutor of the will and needs to deal with two states.

If a resident of one state dies but has assets/properties located in other states then an additional probate filing has to be done in the...

all of my colleagues are correct as to the 2 witness requirement. However, in addition, it is highly recommended that the will have a self-proving...

Can I form an irrevocable trust for the benefit of a revocable trust?

You can form an irrevocable trust now and then in the trust agreement itself name a revocable trust as one of the beneficiaries upon your death. I...

Do I have to go through probate to get moms name off house that is under my name and hers?

You may be lucky - depends on the exact wording of the deed to the house. if the deed say you and Mom as "tenants in common" or "50-50 T.I.C." you...

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I am holding $160k, for my grandmother in my bank account. Is there any tax consequence? Any legal step I need to take? Thanks

the transfer of funds to your personal bank account would be considered a gift...and a gift tax return would have to be filed by your grandparents...

Tax Question DE LLC Principal place of business

Although this analysis can be fact intensive - Place of Business refers to domicile of the LLC as opposed to the state where legally...

Should an executor/beneficiary make advances from his own funds, is there a claim?

Yes, an executor has fiduciary duties to all beneficiaries and if the loan (which it is) to pay off such legal fees was a prudent decision to...

You will have to have the deceased person's will probated to have an executor appointed to handle the administration of an estate. In NY it is...

Im the owner of a small c corp (salesman getting homecare refferals),how do i pay myself at the end of year,w2 or 1099?

You would receive a W-2 being the employee of your c-corp (not the employee of the home care client). A form 1099-MISC is not accurate as you...