A trustee owes fiduciary duties to the beneficiaries. One of those duties is an absolute duty to keep the trust's assets separate from the...

If I forgo my job's health insurance are they required to reimburse the cost to me on my paychecks?

From a tax standpoint, if you forgo a fringe benefit, the employer is not required to reimburse you for the value of that fringe benefit. Ask your...

How to set up a self directed solo 401 K ?

Your bank can set this up for you or go to any financial planner.

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The bank is required to withhold tax on the interest that is paid to foreigners. Form W-8BEN will allow you to claim an exemption from...

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Do I need a real estate attorney involved in the sale of my house post divorce ?

Let me be sure that I understand your facts. In divorce proceedings, the house was given to you, with an amount to your ex husband. However, the...

A sunset clause is a provision that terminates after an event or after a certain date. If the event is the death of a beneficiary, then that may...

So long as there is no probate proceeding in the other state or in California and your son wasn't married and had no children, then Form 13100...

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My sister died 4 years ago suddenly, and left no will. I didn't think nothing of it, until now. Do i have rights to the estate?

With no will or trust, and assuming the that property wasn't held in joint tenancy, under the laws of intestacy you should have been the heir to...

Is it normal for a church/non profit not to report their income or assets?

Religious organizations under 501(c)(3) are exempt from filing a tax return. Here's a website that may help you to find out some information:...