You need to apply to the Probate Court of the county where your son was living at the time of his death. If there is no more than $35,000 in the...

This scheme of yours makes no sense at all. You cannot lower your capital gains tax by paying down your mortgage. You need to engage the...

If you are a U.S. citizen, you must report your income earned ANYWHERE in the world, regardless of the currency that is used. You may be able to...

Yes, you can do a retro-active appraisal, but it will cost more. You obviously made a big mistake trying to administer this trust without the...

If you are trying to administer a trust without the assistance of an attorney, you are CRAZY. As a fiduciary, you are personally liable for any...

Technically, YES. As a practical matter, however, it is unlikely that they would seize such a small amount. Best to resolve your tax issues...

Certified is the best way to send in your income tax returns and your payments. Keep the piece of paper saying when you brought the certified...

There is a whole body of case law on the subject of disclaimers and when someone can and cannot disclaim a gift or inheritance. Without doing any...

Someone -- preferably your brother's wife -- will have to apply to the probate court in the county where your brother was living at the time of his...

If at all possible, he should try to keep the money in the 401k, and if possible, add to it. When he takes the money out, that will be taxable...