Archived
How does share and share alike language affect accounts that were not listed on the will but my mother did have?
Steven's answer
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Answered on March 17, 2016
I agree with the other attorney - more than likely (and the will/trust have to be reviewed in detail) the will moves any assets to the trust and...
Can the executor question bank transactions prior to my grandfathers death? the executor is trying to say I forged them.
Steven's answer
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Answered on March 17, 2016
Yes the executor can question you. The abuse of elderly persons is more common every day and someone giving large gifts when they are older and...
Archived
If you inherit IRAs, can you still contribute to your own Roth IRAs and Traditional IRAs separately?
Steven's answer
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Answered on March 16, 2016
Yes you may do so. The ownership of the inherited IRA has no effect on your own account contributions.
Archived
What are my options? Hire a lawyer? Take her to court so they can compel her to respond?
Steven's answer
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Answered on March 16, 2016
Do you mean you are the named "beneficiary"? The custodian is the company that holds the account. Subject to the community property issues you...
Archived
Do you have to pay taxes on income earned during Surrogacy when you are not receiving a 1099?
Steven's answer
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Answered on March 15, 2016
The information your friend received does not appear to be correct (they misunderstood the concept it appears). Income is "income from whatever...
Archived
Can we file 1040 jointly living separately?
Steven's answer
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Answered on March 15, 2016
Generally people who are married have two options: Married, Filing Jointly or Married, Filing Separately. The choice has nothing to do with where...
Archived
What can I do about the tax situation since she's claiming them and shouldn't be? Also what can I do about the child support?
Steven's answer
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Answered on March 14, 2016
Your issues appear to be more in the area of Family law/court where you need to change the custody arrangement. In terms of claiming the children...
AS a Alternate Executor of my aunt's will in the state of NJ, Am i entitled to a copy of the will and all other legal documents.
Steven's answer
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Answered on March 11, 2016
If the will has been probated the records would be publicly available with the Surrogate's office. Depending on the type of trust anything related...
Archived
Can simple changes to Trusts be safely done without a lawyer?
Steven's answer
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Answered on March 11, 2016
No lawyer will advise you to do your own legal work. It really depends what your definition of "exorbitant" is. Most lawyers will work with you...
Archived
How do I cancel a will without making out knew one?
Steven's answer
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Answered on March 10, 2016
I agree with the other attorneys, but Why would you want to die intestate?