Archived
Hello, I need a better understanding/explanation/interpretation of a recent update re: inheritance of Rev. Living Trust.
Amanda's answer
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Answered on January 30, 2013
If you have an attorney already, this question ought to be between you and your attorney. Probate Court is extremely particular in how...
Archived
My aunt died entestate and her husband, claims he is the "uncle" of her heirs (3 children) and is a legal heir. Is this true?
Amanda's answer
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Answered on January 30, 2013
I'm not sure I understand the question. Spouses are never blood relatives of each other but are almost always entitled to a portion of the estate....
Archived
Do I need to also have a will and living trust in CA where I now live in even though all my property is in SC?
Amanda's answer
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Answered on January 30, 2013
Your Will and Trust should remain valid in SC and in CA. Other than regular updates, you do not need to make any changes. However, if it has been...
Archived
My Mother passed away 1-11-13 and we were just told by my neice who is the executor of her estate that she passed away. Their ar
Amanda's answer
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Answered on January 30, 2013
That's fast action! If there is a probate, you are entitled to notice of the probate proceedings. If there is a trust, you are entitled to a copy...
Archived
CAN SURVIVING SPOUSE THAT HAS BEEN CUT OUT OF WILL GET HER DECEASED HUSBANDS ESTATE BACK IF SHE THINKS FRAUD .
Amanda's answer
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Answered on January 30, 2013
You should contact a local probate attorney immediately. You may always contest a will. A probate attorney can look at your specific fact...
Archived
When should I file an Innocent Spouse Relief for 2010 - before or after I file my taxes for this year? Filed joinly in 2010.
Amanda's answer
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Answered on January 30, 2013
If you are filing for Innocent Spouse relief based on a prior year, you should ask for the relief immediately.
Archived
Filed Chapter 7 in 12/08, dischaged in 4/09. Both my primary residence and income property were included in the BK.
Amanda's answer
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Answered on January 30, 2013
Definitely contact a tax professional and make sure Form 982 is filed. Although it is not income to you and, therefore, will not increase your tax...
Archived
Serious tax question.
Amanda's answer
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Answered on January 30, 2013
You can amend your tax returns, each filing as appropriate. What is going on with you and your ex? If you are the custodial parent of a child,...
Archived
At what age is a child no longer a tax exemption?
Amanda's answer
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Answered on January 29, 2013
If your child is under age 24 at the end of the year and a student, then she is still eligible to be claimed as a dependent for tax purposes.
Archived
Do I have to file fed and state tax returns if my only income is SSDI and non taxable LTD?
Amanda's answer
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Answered on January 29, 2013
Given the facts you have provided, you may not HAVE to file. However, it is often wise to file even when not required to do so. The IRS has a...
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