SSA makes resource determinations for retirement funds based on the ability to retrieve funds from the account. A retirement fund owned by an...

I am a California resident. Do I have to have my will signed and witnessed in California to be valild?

I am not licensed in CA or ID. However, a quick glance at Sec. 6113(c) of the CA Probate Code would indicate that the will would be recognized by a...

Does final tax return have to be filed?

Your father is required to file a return (assuming he is over 65 and sinlge) if he makes at least $10,750.00 in gross income for the year (social...

I'm not licensed in MI, so I can only respond in general terms. Where one of two joint account holders grants a power of attorney with respect to...

I recently inherited an ira from my deceased father in the state of ny can his creditors take the ira from me

I am not licensed in NY, so I can only answer in general terms. As long as your father named you primary beneficiary of his IRA, it does not go...

Can husband transfer all community property interest in community property house to wife as her separate property in California

Why is it important to you to convert the house to W's SP now rather than at the first death? Do you think this will preserve it from H's creditors...

My friend passed away he had a living trust fund how will i know if i was included

If you are a beneficiary of the living trust, the successor trustee has a fiduciary duty to inform you and administer the trust for your benefit...

How long does an IRS lien/judgment remain on a property?

The IRS has ten years to collect your business unpaid employment taxes, and that is the period the lien is enforceable. If for some reason the...

Can i sit in the court room when my fathers will is probated

Probate proceedings in court are generally open to the public. Her in WA and in CA you can file with the court a Request for Special Notice of...

How do I open a bank account in the us as a foreigner

For non-citizen residents of the United States, temporary or otherwise, who seek to open a United States bank account, all that is required is two...