Just found out my Dad's estate overpaid the IRS 65K in 2000 - how do I get a refund?
You won't really have an answer until you make an effort to collect the money. You see you have a variety of answers.
Largo, FL
Estate planning Lawyer at Largo, FL
Practice Areas: Estate Planning, Tax ... +2 more
You won't really have an answer until you make an effort to collect the money. You see you have a variety of answers.
Step child can hire an attorney to try to force the filing of a will or take steps to start a probate proceeding which would most likely have the...
Yes-can be sold but proceeds distributed after creditors are paid.
No-the judgement would stand as is.
She can transfer within 60 days to IRA account without penalty or taxes.
Yes-I recommend estate planning documents be reviewed at least every three years. You can change your life insurance where the children are direct...
I also agree with your attorney. She would be in the best position to advise you at this point.
No-could only be adopted as a child.
Yes-Mom would need a new will or trust to leave the property to you. Discuss with your attorney the options you have to accomplish this.
it could be transferred to a supplemental needs trust but you would be greatly restricted with use of the funds. You would need to meet with an...