Is there an "insufficient withholding penalty" when voluntary withdraws from my IRA substantially (doubles) my taxable income?

Question is confusing. Yes. There is penalty for underwithholding from early distribution from IRA account. This differs from MDR withdrawal...

Disclosure of Estate activity

Administrator required to post bond to ensure she fulfills all fiduciary duties owed to you and other interested parties. Must file Inventory and...

I heard that Stanley Mosk court is to going digital filing, what does mean? How does this affect my probate case?

Yes. Digital filing is planned for future. Precise timing not yet established. File the final accounting under old rules. No. You do not need...

Is there any way to protect my fathers assets, we need to put him in assisted living.

Yes. several options to protect father's assets and provide care. Time of the essence to qualify father for Medicaid and medicare and minimize...

Yes. You may establish trust that owns property and grants GF a life estate in the house after you die with reversionary interest to daughters. ...

Yes. Process for co-executor/beneficiary does exist. California process is to petition court to sell house. Co-executor/beneficiary can then...

No. No inherent conflict of interest. Particular facts not cited may create conflict of interest. Attorney may not received compensation as both...

Deceased W's children inherit estate. H may inherit in absence of Slayer Statute.

I am both the sole beneficiary and Executrix of my father's will. I have inherited his house. What do I need to sell the house??

If house in joint tenancy, no probate necessary. Prepare, file Affidavit of Death of Joint Tenant to transfer decedent interest to you. If house...

My sister n law with 5 young kids left her mother as beneficiary of her life insurance.

Beneficiary of life insurance will receive proceeds as set forth in life insurance policy. No probate necessary. Children's inheritance will be...