Archived
Is the Living Trust executor required to provide the other siblings a copy of the Living Trust to keep her honest?
Elizabeth's answer
|
Answered on September 26, 2014
I agree with Mr. Tigerman's advice. Additionally, put your request for a copy of the trust in writing. If she still does not provide you with a...
Archived
What is a "No Contest" clause?
Elizabeth's answer
|
Answered on September 25, 2014
A "no contest" provision is very common in a will or trust. The purpose is to discourage a beneficiary from challenging the validity of the...
Is that normal to receive CP3219A after I paid the owned tax stating in CP2000?
Elizabeth's answer
|
Answered on September 24, 2014
Immediately contact the IRS to find out if there has been an additional tax assessed other than what you have already paid. In the same call,...
Archived
Is there a form to file in order to add my sister as co executer for the probate hearing.
to
Elizabeth's answer
|
Answered on September 23, 2014
It is unclear whether you were named as executor in your fathers will, or if you petitioned the court to be named as executor of your fathers...
Archived
My niece is the trustee of my mother's estate and she is still alive. However, she is doing questionable things with her money?
Elizabeth's answer
|
Answered on September 22, 2014
You can contact Adult Protective Services (APS). Each county in CA has an APS agency to help adults that are 65 years and older, when these adults...
Archived
CA: estate taxes
Elizabeth's answer
|
Answered on September 21, 2014
It is unclear exactly what your current situation is. Were you audited by the CA Franchise Tax Board? If so, did you receive a Notice of Proposed...
Selected as the best answer