Read Past Q&As
Age 69 - how to decide whether or not to set up a revocable trust, put everything in joint names or just go with a will? I there a guide to making that decision?
Submitted Apr 14, 2015
Submitted Apr 16, 2015
My husband works in Russia and is on a 35/35 day rotation. Am I reading it right that he can only be IN the USA for 30 days a year to get his first +/- $95,000 tax free? How can this be? How much can we expect to pay in to US taxes for 2014? His Russian taxes of 13% are paid by his company.
Submitted Apr 15, 2015
No i dont receive survivor benefits my daughter does. Her father and i want together when he died. And i have access to the money she receives every month. My question was could i receive a lump sum from these benefits of $10,000 or more??
Submitted Apr 2, 2015
Do insurance companies routinely notify tax agencies of beneficiary payments? Right away? Prior to payment?
Submitted Apr 1, 2015
Submitted Mar 29, 2015
I am 52 years old and was collecting ssi benefits but when my review came up they said im not eligible anymore because I have a life insurance policy with a 3600 dollar value and it exceeds the 2000 dollar limit of any asset I have but even though the policy is in my name my mother took it out years ago just in case anything happened to me she could bury me . she...
Submitted Mar 24, 2015
Hello my daughter is 11 her father died 2014 he was 62 years old iam receiveing survivor benefits but wanted to know with the help of an attorney could i get an advance of 10,000 dollars or more on that account since the money is there
Submitted Mar 28, 2015
I am a realtor, have a senior client who is a naturalized US citizen. He want to sell his properties in Trinidad & Tobago and wants to know how to place his money under$1 milion US$ here,so that taxes will be minimal and what tax bracket will he expect since he is a senior?
Submitted Mar 17, 2015