You do not have to have an attorney prepare a new will or codicil, but I recommend it. Wills and codicils have to meet certain requirements that...

This is an unusual question about my trust account

Since you have not been able to get a satisfactory response, I recommend having a lawyer contact the trustee and demand an explanation. If there...

With trust distributions, should trustee inform beneficiaries of the nature of the distribution for tax purposes?

It would certainly be helpful for the Trustee to provide information about the tax implications of distributions, but often complete information is...

You will only have to pay taxes on the full amount of the account if it was held in an IRA or qualified annuity. If that is the case you will...

Most likely, yes, but I would encourage you to meet with an NC lawyer to review your estate plan. For example, I would recommend NC specific...

WE received a letter from an IRS Revenue Officer asking our President to meet with him to tell him why our back taxes owed for

You need to hire a tax lawyer. Right away.

You should take a copy of the trust to an trust and estate attorney, who can tell you how you as trustee can access and use the funds for your...

I am a new successor trustee; on the Gov website, what tye EIN should I get?

A trust generally does not need a new EIN upon a change of trustee unless the grantor/trustee of a revocable trust has died. In that case it is a...

How to get information on my brothers will

The power of attorney became void upon your brother's death, so it doesn't affect this situation. Are you referring to probate being completed? ...

How do I go about having a judge oversee an attorney who is fraudulently pretending that my mother died intestate?

You should not have signed the renunciation and waiver. You need to hire a probate lawyer as soon as possible to investigate the situation and...

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