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My father died in september he had no WILL now i have no idea if he had anything because girlfriend has everything what do i do
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Answered on August 28, 2014
From a practical point of view, things may be difficult if all records and items are with the girlfriend. But if she is not related and he had no...
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My cousins mother in law left him part of her estate. It's been over 3 years and he's heard nothing. How does he proceed?
Steven's answer
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Answered on August 28, 2014
He can hire a lawyer to investigate and inquire with the executor as to the status, or if needed, petition the court for an accounting (what when...
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Need as many possibilities for UTMA question.
Steven's answer
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Answered on August 28, 2014
I'm sorry, but what is the question?
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I am inheriting an IRA that was a Rollover IRA-- can I inherit it as a beneficiary IRA?
Steven's answer
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Answered on August 26, 2014
Ms. Elder is right. The fact that it was a rollover when you father took it doesn't matter. It's his IRA and you all are the beneficiaries -...
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Should I try to terminate a trust and be paid out, to have full control?
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Answered on August 26, 2014
You need to visit an attorney to protect your rights. If the trust is supposed to terminate at 25, that is generally what is supposed to happen,...
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Purchasing land on an "upset" sale for taxes. Where do I look to see if there are leans on property prior to sale?
Steven's answer
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Answered on August 26, 2014
Speak to a title company to run a lien and judgment search - let the experts do their job and purchase title insurance.
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If I gift $14,000 to my son and die the following year, will that money be added back into my estate for tax purposes?
Steven's answer
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Answered on August 26, 2014
Actually the other attorneys did not quite answer this question: 1. for nj inheritance tax purposes it would be added back but children do not pay...
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I can not find my mothers will. She passed away a few weeks ago. I don't know what to do next.
Steven's answer
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Answered on August 26, 2014
I would continue to monitor her mail and bank info to see if you can figure anything out and search. Perhaps she had a safe deposit box (which...
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How do I refile old income tax returns that I filed incorrectly from 2000 to 2006?
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Answered on August 25, 2014
You very clearly need a good CPA and attorney. My biggest fear for you would be that you are well past the point to amend returns. The typical...
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Received a letter from NJ Division of Taxation for not filing CBT-100 Tax Return for a company that has never conducted business
Steven's answer
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Answered on August 25, 2014
You should speak to a tax attorney. Sometimes in these situations if you explain the situation they will close the file and go away, but it...