Archived
How can we find out policy claim proceeds in my mothers name the beneficiary instead of my uncle her brother not a beneficiary
Vivian's answer
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Answered on April 17, 2016
I am assuming that this takes place in NY. In New York, if the primary beneficiary dies (your mom) before the insured (grandma), the benefits are...
Archived
Can I claim the foreclosed house as a primary residence for tax purposes because my husband was on the deed after refinancing?
Vivian's answer
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Answered on April 16, 2016
To qualify for the tax break, you need to use the home as your _principal residence_ for periods totaling at least two years during the five year...
Archived
How do I get my rights back after I was threatened into signing them over???
Vivian's answer
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Answered on April 16, 2016
The situation your described is complicated. It is beyond the scope of this basic Q&A forum. You should consult a probate attorney as soon as...
Archived
How do I find atty who knows about beneficiary legal problems with medi-cal, not just about providers. Can travel bet LA/Goleta
Vivian's answer
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Answered on April 16, 2016
Try Avvo, Santa Barbara lawyer referral service, Los Angeles Country Bar Association lawyer referral service, State Bar of California lawyer...
Archived
Is this just for the purpose of the Will, or does this give her control of the assets?
Vivian's answer
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Answered on April 16, 2016
From your question, it appears that you are concerned even though you are not a beneficiary to the estate. I think you should consult a probate...
Archived
How do I have to go about giving power of attorney for my uncle?
Vivian's answer
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Answered on April 16, 2016
I am not sure that I understand your question. If your father will be the person granting your uncle the power to make decisions on his behalf, his...
Administratively Dissolved S-Corp how to file taxes in 2015 since all checks were taken under company name.
Vivian's answer
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Answered on April 16, 2016
Another asker from Columbus, OH posted an exact same question with the same facts, except for the part that the S corp was administratively...
Archived
Was it a mismangement of the trust to give my father (who was heavily in debt) the proceeds that went to the trust?
Vivian's answer
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Answered on April 16, 2016
There are a number of missing information from what you described - Who owned the property? Why was it sold? What are the terms of the trust? Under...
Archived
Can i legally keep the tax money if he doesn't dispute within the 31 days? If he shows for court, can he ask for it then?
Vivian's answer
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Answered on April 16, 2016
From the IRS perspective, the tax refunds belong to the both of you. However, since you have a pending divorce proceeding, you should discuss with...
Archived
Where on 1040 (which lines) should I report the income and the tax withheld through a from 1042 S?
Vivian's answer
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Answered on April 16, 2016
It you are a resident for tax purposes, you should not have received 10402-S, which is the form for reporting foreign person's U.S. source income...
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