You may have to do more than prove dementia; you will likely need to show that your father did not understand his finances or the nature of his...

My mother and I were always told we'd be in my step grandmothers will. She recently passed and the family won't release the will

If there is a probate, the Will is normally available as part of the public record in the Probate Court. I would start there to see if a probate...

How can I make a will to transfer my assessts in case of my death?

Depending on your assets, you may wish to hire an estate planning attorney local to your area to help you. Even if you do not decide you need a...

Does the IRS allow exclusion for personal residence of a short sale?

Is this a controversy over a prior year or are you planning to file this way? You need a tax attorney to review your documents and help with this....

Can I withdraw from my 401K before age 59 1/2 without paying a tax penalty if I am receiving social security disability

There are exceptions to the penalty rule regarding withdrawal before age 59 1/2. Disability is among the exceptions; you must be "totally and...

I file bk 7 in July of 2012 and it was discharge .. In filing my 2012 taxes do I owe money will i get a return?

You should use a professional to file your taxes for this year if possible. You will need to file Form 982 with your tax return among other...

You should speak with your accountant/tax professional. You can normally issue yourself a W-2 at the end of the year, which will allow you to take...

If I make a written notarized letter stating that my sister will be legal guardian if something might happen to me, is that enou

No. You need to designate a guardian for your children in a Will. You should contact counsel to determine the best form of an estate plan for you...

New York state: Settling a trust

Final tax returns and similar issues do not need to hold up distribution. Often once the final accounting is accepted by all the beneficiaries,...

My Mom and Dad are deceased and My sister is the executor of the estate. Which includes a house and cash.

You need an attorney ASAP. There needs to be a probate of the estate, an accounting, and other things done immediately.