In NY state can I claim my boyfriend and his daughter on my taxes because I supported them for the entire year?

You can review IRS Publication 501, but if your boyfriend is not married to anyone else, you did in fact support both he and his child for the tax...

Am I entitled to any inheritance from my Aunt?

If you were legally adopted you would have the same rights as a natural born child. However, if you just lived with her, you are not entitled to...

How can death benefits be legally paid to a person listed by a decedent as "spouse" when they were not married?

The beneficiary designation was a contractual matter between your father and the company administering the pension. The plan documents will likely...

You will not need to file a Form 706 if your husband and his estate did not exhaust his lifetime gift and estate tax unified credit. More info is...

What are biological children entitled to under a living trust?

It depends on what the trust says. It is possible that your father made no provision in the trust for the biological children. You should hire an...

How do I qualify my mother for Medicaid

You would be best served by contacting an Elder Law Attorney in your area. Qualification for Medicaid is a highly technical area of the law and...

If you have documentation of your actions with regard to your mother's assets and those expenditures were made for her benefit, your sister's...

You can request that your husband sign a waiver and leave the account to your children at your passing. Your plan administrator would be able to...

If someone who has POA for an elder misuses their funds causing them to lose there home of 57 years, what can be done?

You should contact the local Office on Aging immediately. Then you should contact a qualified elder law attorney. It may be possible to hold the...

My 87 year old mom gave me us savings bonds with her name me as co owner. When will they be in the five year look back?

The state will likely argue that if the bonds are currently still titled in her name (as a co-owner), those funds are available for her care and...