Estate accounts - funding an estate

Performing an accounting does not necessarily mean hiring an accounting (although it certainly can). An accounting in a Texas Estate means a...

Hello I recently found property on the Texas Unclaimed Property website for my father. I need to find a death certificate.

I agree with Ms. Key. A probate attorney should be able to help you track the county where your father died, and also determine if any probate...

H&R Block mistakenly entered lifetime learning credit, now I owe $2000 to the IRS that I would not have owed, are they at fault?

The "punishment" is any penalty and interest. Since you received the credit (a benefit), you are now responsible for returning the benefit you...

What all do I need to fill out an affidavit of heirship?

Many probate attorneys will work with you regarding the timing of payment. If it turns out you need an heirship, you will have to find such an...

The following clause is in my mother's will, what does it mean?

The clause means if there is a loan on the car/house/property, the loan does not have to be paid off. The clause prevents a drain of cash on the...

My ex-husband's will states that if his current wife sold their house half of the money would go to my grandchildren.

You need to get to a Probate Attorney as quickly as possible. The terms of the will are key here - it sounds like the husband gave his current wife...

I am the administrator. What can I do about the bank? What can I do about the 2 siblings writing checks and taking money?

Ms. Key has posed the fundamental question: Have you been appointed by the court as Administrator? If so, you should consult the attorney you...

Is 6k-7k considered expensive for a firm to handle my fbar and tax amendment issues?

Unfortunately, your description does not include enough facts to make a determination. For example, how extensive are your foreign assets? Are they...

POD Accounts-Is that person required to turn the money over to the estate for distribution to beneficiaries or is POD excluded?

I hate to be the bearer of bad news. A POD account passes outside of probate. The POD beneficiary is not required to turn over the funds to the...

An executor must create an inventory. Under certain circumstances, the inventory may not have to be filed in court as Mr. Clausen pointed out. An...