How can one recover principal invested in a non-traded REIT, sold by an advisor ?

Investors are entitled to certain information and risk disclosures before making the investments. See the link below. If your mom is in Florida,...

As a duly appointed personal representative of your sister-in-law's estate, you stand in the shoes of the decedent and is allowed to have access to...

According to the NC estate and trusts income tax return filing instructions, such a return is needed if (1) the estate or trust derives income from...

Can interested parties file objections in probate after a will is admitted?

Beneficiaries are entitled to the right to a fair and prompt administration of the estate. There are a number fo ways you could enforce this...

How can I have the money divided between my four children via my grandson but not have my grandson have the tax burden? Thanks!

If the annuity distribution is made to your grandson, he would have no legal obligations to give them to your sons. You could have the annuity...

Should I not pay taxes for only Interest Income and Refund?

Someone asked the exact same question a few days ago with the exact same fact pattern, See the link...

Did I possibly lose out on money from my refund by not deducting expenses, even though I don't have receipts?

Here's the IRS rules when it comes to a taxpayer's burden of proof for allowing expense deductions - You must be able to prove (substantiate)...

Do I have a strong case for the company sending my W2 information to random people without ever asking me for a new address?

It depends on whether the company has information about your current address, but still send the W2 to an old address. If it was intentional and...

Amending Tax Return for Schedule-C as hobby

You can only go back to amend a timely filed return for three years. There are special rules about hobby loss/expense. See the link below. ...

PR only notifies beneficiaries??

I think that in FL notice has to be given to all of the people named in the will, and there is a publication requirement to notify the decedent's...