Archived
Sister in law passed away in 2004. Just found missing money in MA.
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Answered on October 30, 2013
Mr. Greene's answer is correct.
Archived
Cannot I refuse inheritance of my mother's house
Steven's answer
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Answered on October 30, 2013
The other attorneys are correct that you may be able to disclaim but you need advice regarding the actual implications of that. Hopefully the...
Archived
Do benificaries associated with my 401K and IRA plans get those assets without going through the will?
Steven's answer
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Answered on October 30, 2013
401K and IRA are non-probate assets so long as the are beneficiary-designated properly. These days some people create an "IRA Trust" but that must...
Archived
Lawyer needed & be patient regarding payment in Estate, deceased in Entertain. Chief Clerk at NYC Surrogate problematic. Injusti
Steven's answer
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Answered on October 30, 2013
Is there a question here?
Archived
Lawyer needed who is patient regarding payment in the Estate.
Steven's answer
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Answered on October 30, 2013
Frankly I have no idea what the question is and can't follow this - you clearly need to see an attorney.
Archived
What kind of deed I need to transfer property to family?
Steven's answer
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Answered on October 30, 2013
It is true that quit claim deed is usually used in family transactions - the bigger and much more important question is what is the purpose of this...
Archived
Does divorcing my husband protect me from the IRS when my husband refuses to file his taxes with the
IRS
Steven's answer
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Answered on October 29, 2013
If you've filed married, filing separately that is a good thing. In the event that there is an issue, and you are divorced, there are remedies...
Archived
IRS Tax Lien and Refund
Steven's answer
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Answered on October 29, 2013
Call the IRS and ask for account transcripts for any and all periods for which your owe a balance.
Archived
What is the best option for an 84 year old with assets of about $850K in NYC to minimize her estate and our inheritance taxes?
Steven's answer
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Answered on October 29, 2013
I would take the NY attorney's advice. To be sure you may want to have things reviewed...keep in mind that the location of the beneficiaries does...
Archived
My father and his third wife created a trust. He died first and she spent all his money and sold his separate property.
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Answered on October 29, 2013
The other attorneys are correct in that it depends on what was or was not in the trust and what the trust says.
