First of all, although I'm no expert in ERISA law, I'm fairly certain that 401k plans need to be non-discriminatory, which means that you cannot...

Unfortunately, you have missed the deadline for filing a statutory appeal, or "Collection Due Process" hearing. The good news is that you can...

It's unclear from your question what is going on. You need to sit down with a tax professional --- tax attorney, CPA, or enrolled agent --- and...

As a trust beneficiary, you are entitled to a copy of the trust AND a trust account, at least annually. However, if there is no longer any money...

Under the Ohio Probate Code, creditors have six months from the date of death to make a claim against a decedent's estate. So the time is now...

My condolences on the loss of your mother. With regard to your question, the short answer is NO. Family members are not liable for a deceased...

Many people think that "probate avoidance" means "lawyer avoidance". It does not. Even though the trust avoids the need for a court process,...

Decedents are required to take their RMDs in the year of death. Your probate attorney should have advised you of this. If the RMD was not made,...

This issue is too complex to address in an online forum. You need to engage the services of a tax attorney who specializes in resolving IRS tax...

There are many special rules that can apply in the year of a person's death. Strongly advise you to have your 2021 return prepared by a...