My mother is 73 and will be receiving 80,000 from a trust. She has a habit of overspending. What should I do to lock up some $?

Assuming there are no limits on the inheritance she is receiving and she is just getting a check outright, it is up to her what she does with the...

Do I have to file an IRS Gift Tax Form 709 for distributions from my Mother`s Estate? Total Gross Estate well under 5.12mil.

It looks like you are rather confused. More than likely a 709 is not needed nor is a federal estate tax return, unless the estate is very large...

I cannot answer you regarding specific LA income tax. Regarding federal: if you are a single member LLC and are reporting your income for the...

General advice: See a CPA and a financial advisor immediately or at least upon receipt. IRA's are taxed at the time of withdrawal therefore it is...

When is an annuity considered life insurance for death benefit

Would have to review the documents to determine. I believe your question mostly revolves around whether this asset is included in the taxable...

Inheritance money is being held?

Mr. Ruggiero is correct. Until you are 18 you are not a legal adult so your legal parent/guardian is holding the funds for you...if the funds are...

At what point can I, and should I, ask for a full accounting of receipts and expenditures related to my Mothers estate?

As you appear to realize there is no estate until she passes away, so any action regarding the currently NOMINATED executor would have to...

Husband's ownership interest in marital residence (deed and mortgage in wife's name only) after death of wife....

Is there a reason that specifically bequeathing the real estate to him would not work (subject to the mortgage, or not, or specifying other...

My mom's live in boyfriend of 10 years recently passed away without a will.

Regarding personal property her proof would help but I could certainly see it getting messy. Regarding his other property it would all go to his...

Our father died owing $1400 to the IRS. Do we have to pay it? His Will left us the house. If we sell it do we have to pay IRS?

The other answers given are good and correct. Assets owned solely by the deceased are responsible for debts owed solely by the deceased (i.e., the...