Annual Gift Exclusion

Yes, you always want to use your annual exclusion first and then your lifetime exclusion. Any individual seeking legal advice for their own...

Based on the facts you present you can win prizes. You will have to include this income on your tax return when it is filed. Any individual...

Charitable Contributions

For tax purposes you can deduct up to the fair market value of non-cash assets that are donated to qualified charities. The question is how you...

Heir Property

There are several ways to accomplish this. Changing the will would probably be the most effective. You should consult with a local...

I am sole heir to my brother's house, and his daughter is executor of his will. What can I do if she doesn't probate the will?

Ms. Brewer is correct. You should hire a local probate attorney to protect your rights and make sure the property is properly transferred. Any...

My aunt has a will and no kids.

Based on the facts as you present them it appears to be the case. Any individual seeking legal advice for their own situation should retain...

Can a trustee spend a trust fund if the fund has no legal paper work with it?

If the trust was set up for you as the beneficiary, the trustee has a fiduciary duty to you to maintain the trust fund for your benefit. You...

You should have a title company do a title search and provide title insurance on the property to protect yourself in the purchase. Any...

How do I remove myself from federal taxes that are past due, that my ex wife agreed to pay as part of our sep/div agreement

Unfortunately, the agreement that you made with your ex wife is not enforceable against the government. If you filed jointly, you are jointly...

Do I need a Real Estate Attorney or Tax Attorney

You will need an attorney that has experience in both areas. Fortunately, this is not uncommon. Any individual seeking legal advice for their...