Archived
Will written numerous years ago all designated executors declined to serve 2 named heirs who is executor?
Steven's answer
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Answered on June 06, 2015
Usually if there are no executors willing or able to serve, the provision would fall to state law. State law usually dictates that the closest...
Archived
How do I get my 2 siblings off the deed to my mothers house?
Steven's answer
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Answered on June 06, 2015
You can get them off the deed by buying them out? If they don't want anything to do with it why won't they agree to sell it? Is it underwater? If...
Archived
When I get remarried,new wife inherits my house.Is there a way for MY daughter to inherit the house after my new wife passes?
Steven's answer
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Answered on June 06, 2015
In addition to what Mr. Allen said (prenup) I would sit down with an estate planning attorney to discuss a QTIP Trust. This is a trust where you...
Inherited house but title transfer was never done. 2 years later can it still be claimed?
Steven's answer
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Answered on June 06, 2015
Either the house was inherited by your father or not...the fact that the deed is not in his name is really not the issue. I would imagine that if...
Archived
Is this a legal question
Steven's answer
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Answered on June 06, 2015
It's not exactly clear what you are asking...if someone who is a beneficiary of a trust receives money from the trust, unless it has restrictions...
Archived
I got 2014 federal refund. State is asking me to provide W2s & 1099. Does it mean NYS is questioning my income & maybe an audit?
Steven's answer
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Answered on June 05, 2015
Depends how you define audit. If they are checking on items on your return then technically you are being audited although the degree to which it...
Archived
Wife has been given a key to a safety deposit box and was told to get the large sum of cash to of the box
when her relative die
Steven's answer
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Answered on June 05, 2015
This is a poor way to handle such a situation. It would be much better for hte person who owns the box and presumably the contents of the box to...
Archived
Inherited a home
Steven's answer
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Answered on June 05, 2015
Before you do anything, you should consult with your own attorney. The method of ownership in which you take title may not be your choice at this...
Archived
Are there tax advantages to revocable and irrevocable trusts?
Steven's answer
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Answered on June 05, 2015
This question is rather vague. The answer is that there are reasons to do one or another if you concerned about a particular type of tax. The...
Archived
How can I know that my aunt didn't steal my dad's money as power of attorney?
Steven's answer
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Answered on June 05, 2015
If you have serious concerns you need to review the situation with an attorney. There are actions you can take against a fiduciary to have them...