Will filing taxes jointly affect ANYTHING or ME if he starts having financial problems?

If you file as Married, filing Jointly any tax liability you have is "joint and several" - meaning the IRS can collect the full amount from either...

Can you state in a LT that an IRA Legacy Trust be established without an independ. Trustee?

I'm not really sure what you are asking. Most IRA trusts would indicate that the trustee (whomever it is) is obligated to distribute the RMD each...

What charges will a trustee face if he failed to give assets to a beneficiary in order to raise the under age beneficiaries?

The situation here is not clear. Are the minor children also beneficiaries of the trust? If so the trustee has a fiduciary duty to manage the...

Read the above statement

Are you asking if you receive the contents of the home? An attorney would have to read the will in full and in context to answer your question.

Is the money I give to the church subtracted from the amount I owe in tax return or is it just a deduction on taxable amount?

If you itemize your deductions you can take these as a deduction (you must also have appropriate documentation of the amounts you've given from the...

Can she file her taxes as a Single when she is actually married? What could be the consequence of doing so?

If you are married, you have two choices - 1.) Married, filing jointly, or 2.) Married, filing separately. File as single is not an option if you...

Should I sell her house before she passes? Or should I wait and sell the house as an inheritance?

There are a number of ways to handle this...however unless there is a dire need to sell it it is probably best to wait until after she passes...

They can request it, but there is no obligation to give it to you (especially if the testator is still alive). If the person has passed and the...

When decanting is it necessary to move all assets into new trust(s), or can the old trust be used by an original beneficiary?

This is hard to answer with out a lot more info. Is there a reason that dividing the assets into the trust shares/subtrusts for the individual...

Can I find my Submitted tax info YEARS 2011 and 2012 if I HAVE NO copies at this time? I really Overpaid thank you

You can contact the IRS to obtain transcripts or actual copies of your returns. However, if the returns were timely filed the period to file a...