I agree with the prior attorney in that he fails to meet the required criteria for claiming her. Most importantly, he cannot claim her unless you...

You got an EIN but failed to state whether you operate the business as a sole proprietor or a single member LLC (both reported on your Form 1040,...

Audit

There are different kinds of audits. Usually the IRS sends a correspondence audit that adds in a missing Form 1099 or other item. The return is...

Flags

The IRS uses secret internal formulas to assess returns. However, the usual triggers are failure to report Form 1099 items of income that the IRS...

Red Flags

The IRS uses secret internal formulas to assess returns. However, the usual triggers are failure to report Form 1099 items of income that the IRS...

The prior attorneys offer sound advice. The only thing to add is that she should consider placing language in the trust that he is to receive...

I agree with both attorneys. It is more prudent to give notice to all potential beneficiaries to start any statute of limitations they may have to...

As co-executer over a will do I have any control over propoerty left to me under a trust

As co-executor you only administer the estate. When the estate is closed, you no longer have any powers. You are not the trustee, but the...

I am a 78 year old female who lives in Georgia. I have a daughter who lives in Florida. I want to make her my executor. Can I?

The prior attorneys give you excellent advice as to these issues. The other point here is to recognize that it may be difficult for her to do all...

My retirement plan was taken away by former employer due to no designated beneficiary

There is no legal foundation for forfeiting benefits from a retirement plan due to the failure to name a beneficiary. If this is the real reason,...