What are the taxes involved in an estate account if one is way under the death tax income of 12 or 13 million?
Stephen's answer
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Answered on July 29, 2024
In my opinion you really should be consulting with a tax CPA to have your questions properly answered and to find out your options, if any.
Estate planning. What state should I have my revocable living trust updated in?
Stephen's answer
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Answered on July 27, 2024
You should probably update or restate it in Arizona as you have indicated you plan to move there.
A California attorney can draft documents as...
Guidance selling home and implications of retired couple on social security, after using capital gains exemption.
Stephen's answer
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Answered on July 27, 2024
Your questions should be addressed to a C.P.A. rather than an attorney. An experienced C.P.A. knows how to assess the numbers in your situation and...
Can my ex-lawyer charge me for the cost of copies and shipping for sending me a copy of my own file?
Stephen's answer
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Answered on July 26, 2024
According to the terms of the agreement as you have presented, he could charge for copies made for transferring your file to you.
Can I sue my sister for unfair payments and ownership of properties while she was the trustee ?
Stephen's answer
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Answered on July 24, 2024
Your \question states " while she was the trustee" So who is there a successor trustee who has replaced her. If you are talking about a suit based...
Can I refuse to pay for services if the contractor did damage to my personal property?
Stephen's answer
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Answered on July 23, 2024
If you initialed the paragraph regarding the driveway and signed the agreement you may have your waived right to collect damages. Consult with a...
Distributing assets from a trust
Stephen's answer
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Answered on July 23, 2024
For an estate that is not " complicated," the rule of thumb within which the trustee
should make distributions is 12-18 months from the date of...
Can I get out of a loan that my late ex-boyfriend made me sign under duress?
Stephen's answer
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Answered on July 23, 2024
If your ex left an estate with assets in a trust for his heirs, the estate may be able to take over the loans and take you off. You would have to...
What type of LLC or company to set-up in California to act as a US banking agent for a Canadian Company?
Stephen's answer
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Answered on July 23, 2024
Provided your friend sets up the LLC correctly, and thereafter operates it correctly, his personal assets would be protected from judgments liens...
How to sue for Diminished Value on my car?
Stephen's answer
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Answered on July 22, 2024
Wow, sorry to hear what happened. I don't feel on solid ground advising you that you can sue the HOA when you are NOT an owner of a unit in the...
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