Archived
Did my deceased mom’shusband Have a right to change her life insurance policy without permission while he was executor over her?
Steven's answer
|
Answered on January 05, 2018
If your mother was the policy owner and the insured she had the right to change her beneficiary how she saw fit. If she lacked the mental capacity...
Archived
How do I get my previous employer to actually pay the taxes to the IRS that were taken out of my checks?
Steven's answer
|
Answered on January 04, 2018
You can go online or call the iRS to pull your income transcript which may shed some light on things. Also, the failure of the employer here does...
Archived
Probate - How do I distribute assets to family of my deceased spouse?
Steven's answer
|
Answered on December 29, 2017
Due to the fact that this is an online forum where the attorneys answering questions have not seen any of the documents and don't know anything...
Archived
Living Trust - How to reimburse sibling for final illness and funeral costs
Steven's answer
|
Answered on December 29, 2017
It sounds as though he has at least some legitimate claims against her estate and/or trust so would need to be paid. This is serious business,...
Archived
Life insurance beneficiary is trust fund for grandkids .... owner and insured died .... is the cash payment taxable to estate?
Steven's answer
|
Answered on December 29, 2017
Life insurance proceeds are generally not taxable for inheritance tax purposes nor is it income to the beneficiaries.
Archived
What can my mother do when her fiance died and the will on file is dated prior to their relationship?
Steven's answer
|
Answered on December 29, 2017
You very badly (or your mother) need an attorney. Generally a "fiance" would have no rights as a beneficiary of an estate if someone died with out...
Archived
In NY estate is needed to figure sales profit tax on a coop by using original purchase price instead of price at death?
Steven's answer
|
Answered on December 29, 2017
Your question is not entirely clear. Are you asking about capital gains tax? If so, capital gains for a piece of real estate that is inherited...
Archived
As Executor, how can I remove a sibling, her children and boyfriend from deceased Mother's home ? and need to sell fast?
Steven's answer
|
Answered on December 26, 2017
Well, you will certainly need to be appointed executor first. But if there is no lease (and it sounds like there is not) you will need to file an...
Need to Assign a Judgment to a Trust?
Steven's answer
|
Answered on December 23, 2017
I agree with Mr. Fischer. This is not too difficult - most important is filing the judgment and making sure the eventual trustee knows about it and...
Archived
How do i stop my brother from taking my mother money?
Steven's answer
|
Answered on December 23, 2017
I also do not understand how your brother is taking money if you are agent under a power of attorney. If you are the agent you need to notify the...