Is she considered family?

Your girlfriend would not be considered your family, but you could still claim her as a dependent on taxes if she is a qualifying "relative"....

How to obtain a Letter of Testamentary?

Sorry to hear about your loss. If your father died without a will, the court will have to appoint an executor. Generally it takes about 30 days for...

Tax Returns or Tax Transcripts

Need more information. The Tax Return is easier to read, but the transcript ensures it was filed, but ultimately, it depends on who is asking, but...

The influx of lottery funds and inheritance can raise many issues in receiving medicaid. Medicaid requires you to have a limited amount of income...

Can I prepare a will and charge for it?.

No. As a paralegal, you can not by yourself prepare a will. An attorney would be required.

Once notice has been published, creditors have 3 months to establish an unsecured claim against the estate. Secured claims in property, however,...

Can an attorney get paid by the estate of a deceased parent?

Short answer: no. the estate is only responsible for covering the expenses necessary for the probate of the estate. However, if the actions of...

My father has a checking account with his, my brorher'and my name's on it. If dad passed away does the money automatically ours

If its a joint account with your names on it, you have a right of survivorship. This means when your dad or brother passes, their ownership...

Who is right, me or the Tax Court?

I would say you have a strong argument. The IRS's own publications list coins as capital assets (see Pub. 544). The Tax court's interpretation of...

Roth IRA: We withdrew our contributions ($3500). Got a letter from IRS, counting that amount as income and taxing it.

You are free to withdraw from your Roth IRA principal at any point, as the money contributed to the Roth IRA are post-tax dollars. However,...