Do I pay interest and penalties on an IRA when no beneficiary was named and it went into an estate 6 years after closure ?
David's answer
|
Answered on October 10, 2023
Reposted under tax to address this issue
Do children of a deceased parent have rights to their deceased grand parent estate?
David's answer
|
Answered on September 26, 2023
They may, If there was not a will, then the grandchildren of the deceased children will have a right to their father's estate as long as he was not...
How do i file taxes on money i receive from my dad for being his care giver? i have to file taxes because of my ACA insurance
David's answer
|
Answered on September 24, 2023
If you have a PSC, you self report the income. If not it may be a gift, if the poa has that power. Talk with a lawyer who can review the poa and...
If I owned tangle property a year before my girlfriend died. Does it go through probate?
David's answer
|
Answered on September 23, 2023
Try providing it to the PR/attorney and filing it with the court or hire an attorney to help you with this
I have a Trust that was made in Florida. If I move to Pennsylvania, is it valid?
David's answer
|
Answered on September 22, 2023
Generally, if it was valid in Florida is should be valid in PA, but it should be reviewed by someone licensed in PA.
We had a trust and revoked it sent letter to trutee and it notarized also we did not have the trust recorded with the county?
David's answer
|
Answered on September 06, 2023
One would have to look at the trust, where it was created, and relevant statutes based on the date it was signed to determine how to revoke or...
How can I probate my deceased mom assets ?
David's answer
|
Answered on September 02, 2023
You can sell the home without consent, do an action to partition the home. A probate will be needed for your mother’s estate to handle this.
Can a Successor Co-Trustee of a living trust then sign documents as "Trustee," or only as "Successor?"
David's answer
|
Answered on September 02, 2023
They are now a co-trustee or trustee
I was a TOD beneficiary on my mothers trust and investment accounts? How do I find out the total amount off money she had.
David's answer
|
Answered on September 01, 2023
If a probate is opened, hire an attorney to compel discovery of the assets and transactions before and after her death, to see what she had and...
What is considered “reasonable compensation” for a Trustee to charge upon distributing the Trust Account?
David's answer
|
Answered on August 31, 2023
Generally between 1-3 percent per year is reasonable but you should have an attorney review the trust and what you have done. As fast as a claim...
