Archived
I have a will of my father who passed away Feb 2013, My stepmother has refused to let me have any of his finances
Gregory's answer
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Answered on November 03, 2013
Under North Carolina law your stepmother is not necessarily entitled to all of your father's estate, but she would certainly get any jointly owned...
Archived
Do you need a EIN # if you are dealing with a Revocable Trust
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Answered on November 03, 2013
If the trust will have post-mortem taxable income, it is required that an EIN be obtained and a tax return filed. An election can be made to treat...
Archived
As a resident of Florida, what documents do I need to make a WILL if I'm a beneficiary of another Estate & Trust from New York?
Gregory's answer
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Answered on October 30, 2013
In order to prepare an adequate estate plan for you, your lawyer needs to be informed of your complete financial and family situation. Certain...
Can a revocable trust be the beneficiary of IRAs accounts along with other assets.
Gregory's answer
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Answered on October 17, 2013
Yes, but unless the trust and beneficiary designation is designed correctly, the beneficiaries will not the able to stretch their share of the IRA...
Archived
Can any Florida lawyer do a memorandum of trust that needs to be filed in Oklahoma??
Gregory's answer
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Answered on October 15, 2013
Yes, but an estate planning attorney would be best. Did a lawyer prepare the trust? If so, he or she would be a logical choice.
Archived
Is creating an LLC the best way to protect my personal assets AND the new startup from potential infringement lawsuits? Thanks!
Gregory's answer
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Answered on September 26, 2013
An LLC will provide protection if it is structured and operated properly. Make use of the services of a qualified attorney to form the LLC,...
Archived
Donations to a candidate for U.S. Senate. Are the contributions up to the $2600.00 per person tax deductible on Federal and stat
Gregory's answer
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Answered on September 25, 2013
Political contributions are NOT tax deductible.
Archived
Unpaid taxes I haven't paid tax on 60k I received from a 401k from my mothers estate in 2009
Gregory's answer
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Answered on September 23, 2013
What you have done/are doing is against the law and you could face monetary penalties and possible jail time.
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Archived
I want to leave MY house to my kids and bypass my husband completely after my death. What do I need to do now to do that?
Gregory's answer
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Answered on September 19, 2013
The only way to make sure that it can be accomplished is to have your husband sign a valid postnuptial agreement waiving all of his rights to the...
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Archived
If I quitclaim my interest in our homestead property to my wife in FL to protect assets, what will happen if we are divorced?
Gregory's answer
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Answered on September 18, 2013
Homestead property is already protected from creditors - what would be the advantage of giving your your interest to your wife? If you are...
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