A notarized letter does not qualify as a will in the State of Ohio. If you are concerned about inheriting the house after your Ex dies, then you...

Disclaimers are definitely NOT a DIY project. If you are thinking about disclaiming a bequest under a trust, you definitely need to talk to an...

For what purpose? A letter from IRS might suffice for some purposes but not for others. A better proof of address would be a utility bill.

Without knowing more about the trust and/or estate, one cannot advise you. I will tell you, however, that individuals have different income tax...

Cannot advise you without reviewing the trust document. However, there are many excellent trust & estate attorneys in your area, so you should...

If push comes to shove, you can always prepare and file a paper income tax return and leave the section with her SS # blank. The paper return...

Best course of action is to ask permission from your client. Explain to him that she is entitled to a copy of the return and, in fact, could...

Not a good idea! The small amount of $$ you would save on taxes would be outweighed by the additional hassles and headaches you would create by...

You need to work closely with a CPA or tax attorney who knows the ins and outs of FATCA and FBAR reporting requirements. If this transfer is not...

Many attorneys include in their wills a provision dealing with "tangible personal property" that can be hand-written by the testator, so that...