What happens if my ex and I both claim our son (50/50 custody) on our taxes?

If you have an agreement or court order you have to follow it. If you both claim the same child, the IRS will eventually pickup the double...

The atty I are co-executors of my parents estate . Must I disclose to the attorney that assets in a mutual fund are T.O.D. ?

What type of fee do you expect for him to "review" it? If you are your siblings complete the paperwork to transfer the funds I don't think there...

The only person legally able to access such records would be the executor. Unless the estate was involved in litigation in which case the "other...

How do we transfer ownership of personal residence to Joint Tenancy with rights of survivorship in West Virginia

See an estate planning or real estate attorney to draft a proper deed. Should be fairly simple if that is all it is. Depending on your overall...

H&R Block charging a fee $19.99 to claim EIC using free file.

Not being an expert on H&R Block I will only say that you can file your tax return on your own. If you use a service, you pay for it, just like...

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Not sure if VA has a state level capital gain tax but you very likely have to spread around the federal capital gains tax. The capital gain is the...

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I am currently going through a divorce, and I want to file my taxes. Should I file married filing jointly or married/separately

Speak to your attorney and CPA. Most likely married separately (since you are still married but you don't want to be responsible for the other)

Are businesses/banks compelled by law to accept a valid power of attorney?

As long as valid under the law at the time (note the law/form changed 1/1/15) it must be honored. Banks do this alot - and it can certainly be a...

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Is it possible to get a lien on real estate owned by a living trust in which the debtor is a beneficiary? (MN jurisdiction)

More than likely, yes you can. However it depend on the facts and circumstances and the exact terms of the trust. Most revocable trusts won't...

You should use an estate admin/tax attorney like myself. I find that many CPAs unless they have specific death tax experience don't know about...

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