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What do i need to do to get guardianship of my grandmother. She currently lives with me and has since june.
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Answered on January 29, 2015
First question is do you need it? Is she competent? If not, you will be advised to hire a lawyer and file an application to become her guardian via...
Archived
Do I have to pay a 10% penalty in addition to taxes on early IRA withdrawl?
Steven's answer
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Answered on January 29, 2015
I would note that there are certain exceptions to the 10% penalty rule - medical emergency, etc. So I would review the situation with a qualified...
Archived
Dealing with 1099-R when your spouse doesn't know you made a withdrawal
Steven's answer
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Answered on January 29, 2015
I hope you are kidding. You are basically looking for someone on an online forum to help make you feel better about breaking the law? It won't...
Archived
How do I find a trustworthy estate attorney that will represent me and collect their fee from the final distribution?
Steven's answer
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Answered on January 29, 2015
You are going to have to ask around. The attorney will have to have a very strong feeling that you are in the right and that the distribution you...
Archived
What is our next course of action in NC regarding mother's estate?
Steven's answer
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Answered on January 29, 2015
Has anyone been appointed as the personal representative (administrator) of the estate? That is the first thing that needs to happen because there...
Archived
I was left an inheritance. I don't need it. Is there someway I can defer it to my son?
Steven's answer
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Answered on January 29, 2015
It is possible that a disclaimer will work but that depends on your family structure and also on what your father's will says. If that is not...
Archived
Sisters name on moms money market account but no will.
Steven's answer
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Answered on January 28, 2015
Depends exactly how it is titled but if the account is "joint tenants with right of survivorship" upon mom's death, it automatically passes to...
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I don't want my kids to pay taxes on the sale of my home when I die, what do I do?
Steven's answer
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Answered on January 28, 2015
You should visit with an estate planning attorney. If your children receive your home at death they will incur inheritance tax at a rate of 4.5%...
What are tax consequences of 403(b) beneficiary designations of 100% spouse versus 50% spouse/50% split amongst adult children?
Steven's answer
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Answered on January 27, 2015
Depends on what type of tax you are talking about. For PA inheritance tax, if the assets go to a spouse there is a 0% rate. If the assets go to...
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Got married on June 2014, can I file 2014 taxes joint with my spouse?
Steven's answer
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Answered on January 27, 2015
If you were legally married at any time during 2014 you can file as married, filing jointly or married filing separately, which is usually the most...