How can taxes in an IRA and inheritance tax be minimized. What is an IRA Investment Trust?

IRAs, 401ks, 403 b (7)s are tax DEFERRED accounts. Someone sometime is going to have to pay income taxes on the money. Giving it to living people...

What is the best way to endorse a check from the proceeds of a probate account in order to protect my future litigation rights?

If you are going to fight this, you will need a Florida attorney. Does stepfather have an estate plan? Does he have children? Who are his nearest...

California community property?

Absent a binding agreement-generally court approved, the house would pass by intestacy with you as his widow. When a person dies and the divorce...

How do I protect my 15YO daughters trust from her father taking Money from it. He seems to have access to her trust for whatever

to add to the answers. Whoever is the trustee should have the account at a bank different than father's and one father does not know about.

How can i avoid reassessment while changing deed into joint tenant between mom and son?

The parent child form I necessary to keep the property tax value. Late recording of a deed will not cause problems with the tax people but may...

When is an inheritance considered received for purpose of determining assets that produce income for spousal /child support?

This is really a family law question. I am redirecting it there. If you have lived long enough after the death fo the decedent to be entitled to...

Can a trustee distribute funds before the trust is closed?

Often, about one half the assets are distributed after the known bills are paid and cash will be left to pay any remaining bills. The remain gin...

How can I get reimbursed as administrator for myself of my costs, case in probate?

By closed accounts, do you mean "blocked accounts." If so, you can either petition the court to reimburse you from one of those accounts or wait...

Record title will govern absent undue influence. Uncle may have rights to property that would go under the will to him. Bring what you have to a...

How do i cash a check made out to an estate?

A small estate affidavit should do it. At $21 for each certified death certificate,, I usually send a good copy and provide the certified copy only...