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My son-in-law's grandmother just passed away. Now they say he owes a million in back taxes. How can he lower that?
Jonna's answer
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Answered on October 18, 2013
I am licensed in California, so I will limit my response to federal taxation issues. The Internal Revenue Code provides the IRS several avenues to...
Archived
What is the right thing to do with a trust? My boy friend's sister has been vindictive towards him for no reason.
Jonna's answer
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Answered on October 16, 2013
A trustee's duties are nearly identical to those of an estate executor, including a duty against self-dealing with trust assets and a duty to...
Archived
Estate plan included Family Trust, Living Trust, and a Will. Which one trumps all? California law...
Jonna's answer
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Answered on October 15, 2013
This question can not be answered without understanding community property and separate property characterization of assets at issue, seeing the...
Archived
Is a joint savings account considered an asset to be divided according to a Will if one heir is on the account?
Jonna's answer
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Answered on October 08, 2013
Joint accounts are non-probate assets, meaning that they do not pass by a will or its terms. A joint account holder is presumed to have a right of...
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