Trust as beneficiary to IRA
There are many questions I would ask you. Is your father alive/has the IRA begun to be paid out to the trust? What type of trust? Is the trust an...
Philadelphia, PA
Estate planning Lawyer at Philadelphia, PA
Practice Areas: Estate Planning, Probate ... +6 more
There are many questions I would ask you. Is your father alive/has the IRA begun to be paid out to the trust? What type of trust? Is the trust an...
If you are not under a payment agreement (and the monies aren't garnished), you can typically designate "tax only" in a letter/on the memo line...
If they are staying in touch with you that is encouraging. Short of hiring a lawyer, you may wish to contact the office of the taxpayer advocate. ...
These matters should be asked of your attorney if you have one. Whether the settlement is taxable income depends on how the settlement is...
Sounds like you need another attorney in GA who handles appeals matters. I would be concerned however if you have missed filing deadlines by this...
Not sure what the last sentence of your question means... The executor has to be appointed by the probate court (called the Surrogate in NY). ...
Is the house underwater? Can the house be sold to pay off the mortgage. Many times if the current payments remain current the bank won't do...
I don't know what you mean by "can't afford probate at this time." But in order to deal with his affairs, which seem pretty complicated because...
Without further explanation this can't be answered. Are you suggesting the trustee removed funds from the trust but not for the stated purposes...
If your "accountant" is not able to advise you on this issue, find a new accountant who is a CPA. The steps involved in the Dependency, HOH test...