You don't know whether you might have an opportunity to work for this person/company again, so you want to be cooperative. You should complete...

More and more people are planning their estates to avoid probate. This means that assets are being transferred pursuant to beneficiary...

Under ERISA, the owner of a 401(k) cannot name someone other than his/her spouse as a beneficiary unless the spouse waives his/her rights. It...

Nobody can advise you without a more complete knowledge of all the relevant facts. I can tell you, however, that if you and your spouse filed...

I think you are asking whether son gets a basis step-up in the house. And the answer to that is NO! The son gets his mother's tax basis, plus...

You would be wise to schedule a consultation with an attorney who practices in this area. Nobody on this forum can answer so broad a question. ...

Did you transfer the house yourself? If so, it is possible that the exempt conveyance paperwork was not completed properly. If you tried to do...

You need to engage the services of an expert probate law attorney. He/she will be able to prepare the inheritance tax return for you.

If you signed the waiver, even after the statute had already expired, then you waived the statute.

Suggest you consult a CPA who handles foreign clients and have him/her explain all this to you. Expect to pay for the consultation.