I get emails from bank executives with wealthy clients who have died and left unclaimed funds.They say I can claim the money?

It's unanimous. These are scams. Trash them and do not even open them. Hope this helps. Please remember to designate a best answer to...

I received a disbursement from my parent's estate I don't want but I want to sign it over to a charity. Can I? How? If no, why?

By doing it in the way suggested you are also entitled to a charitable contribution deduction to be claimed on your Schedule A of the tax...

Recourse for having military medals returned to family?

Both attorneys offer sound advice and her behavior is deporable and sickening. As you really do not have legal recourse here, the one way to get...

Do not worry about it. If you got the EIN that is what the process was designed to do. When you file the trust return you can show the type of...

Whom will receive the estate of my son?

Both attorneys offer sound advice and valid questions. If you disclaimed or otherwise gave him your bequest, then his assets would be controlled...

Can a notarized letter serve as a will in the state of Florida?

Agreed that the answer is no. The decedent died intestate and the rules of intestate succession of FL control. Get an estates attorney...

If I had to go into a nursing home, how do I protect my home from being sold.

You need to speak with an elder law attorney to plan for this. You need to have a will, perhaps a trust, a living will and a durable power of...

I am a young widow. Can i name my minor child as sole beneficiary of my life insurance, 401k and bank accounts?

Although not a perfect solution from a tax perspective, the trust would be the better beneficiary designation. Get with an estates attorney to go...

A trust/will has a stipulation that none of the beneficiaries can have an addiction, or they are out. How is that verified?

The language of the will or trust needs to be interpreted by an estates attorney first. If it cannot be resolved then a declaratory judgement from...

I am a resident of Florida. My brother passed and left me $27,000.00 cash. Am I going to owe taxes on this inheritance?

The prior attorney offers sound advice. Your inheritance is not taxable income to you under Section 102 of the Internal Revenue Code. Hope this...