My mom wants to gift 100k to me and my brother.. does she have to file form 709? does she pay taxes on it?
She has to file a gift tax return, but no tax due unless she's made a lot of gifts. The gift when reported will go against her lifetime...
Philadelphia, PA
Estate planning Lawyer at Philadelphia, PA
Practice Areas: Estate Planning, Probate ... +6 more
She has to file a gift tax return, but no tax due unless she's made a lot of gifts. The gift when reported will go against her lifetime...
I can see why you might be concerned about an heir paying for the legal services...however, the fact that a family member took a person to a lawyer...
The other attorneys are correct. If there is no backup executor named it will be as if he died without a will as to that issue so it would be among...
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You need a lawyer if you are dealing with a court matter because my guess is that if they are pulling this kind of thing over his body then they...
Your question is somewhat confusing to me. A couple of points: under a POA the agent's role ends at death. A person named as agent or executor...
If he had power of attorney it doesn't make sense that your brother would have him sign because if your brother was agent he could have signed for...
You can speak to the county probate office for information.
Well, actually it appears you are thinking about it. An estate planning attorney will know exactly how to help so go see one. Most of what you...
Mr. Masiuk is an excellent attorney and gives a good answer. You have to read the trust most *likely* the deceased beneficiaries share goes to the...
The probate court should have files on the estate. It would be the county where the deceased lived at his death. You say "we were not notified" -...