Assets that are titled as payable on death (POD) pass upon the account holder's (your father's) death to the beneficiaries (you and your brother)...

Does my Trustee have to sell it to them?

It sounds like someone other than you is serving as Trustee of your Trust which owns one half of your parents' former homestead, is this correct? ...

What are the most appropriate actions for us to take when receiving a W-2 from an unknown business?

I would start by contacting the company who issued the w-2 and see if they will correct their mistake. You may find that a company that your wife...

Can a California notary notarize a trust, pour over will, power of attorney and healthcare directive from Florida?

Agreed, assuming that the documents were prepared by a Florida attorney. The notary is merely verifying the signatures. That be done in another...

If I do so will any refund I am due be taken to apply to his tax debt?

I think you could claim your boyfriend as a "qualifying relative" under IRC section 152(d). The three prong test requires that the person live in...

How difficult is this going to be to have the property's reassigned and distributed as the trust states? What do I need to do?

Your mistake was in seeking and accepting legal advice from a financial advisor! I would contact a probate and trust litigation attorney and...

Can someone transfer real property after transferring the property to a living trust and naming herself as the trustee?

I would only add that it really needs to be your aunt initiating this conversation. Why is she not discussing this issue with the attorney who...

Can I sue their estate for compensation for their care, w/no agreement? my cousin now wants her 1/2 which includes the house?

Yours is really a Trust litigation question "can I sue...". You may submit a request for payment of your services to the Trustee, however, without...

Out of curiosity, are such expenses allowed in calculation regarding cap gains & fedtax?

The expenses you agreed to pay out of the closing proceeds were estate expenses that would not ordinarily be deductible for your income tax...

Am I required by law to give a notarized letter to Development Services Dept stating that I do not plan to rent out my condo?

This sounds like a condominium association issue/requirement. Read through your condominium documents for the answer to your question as they are...