Finance

Have finance questions? Ask a financial expert online.

Connect one-on-one with {0} who will answer your question

Related Finance Questions
Is there a charge for answer? Can I get someone experienced
Can I get someone experienced with real estate transactions … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,874 satisfied customers
Question about inheritance tax/timing. Mother lives in large
Question about inheritance tax/timing. Mother lives in large very old (costly to maintain) house on 11 acres of valuable land - house likely bulldozed for land when she passes. She is elderly but 100%… read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
3,780 satisfied customers
I received 3 financial gifts over the last year from my
I received 3 financial gifts over the last year from my Mother. Three checks, one for 4,000, one for 8,000, and one last one for 14,000. I have not deposited the one for 14,000 yet. I was not sure wha… read more
Barbara
Barbara
Enrolled Agent, Paralegal
9,505 satisfied customers
I recently moved into a large Retirement Community in CO
I recently moved into a large Retirement Community in CO that has many Independant Living 1 to 3 bedroom units, several one room Assisted Living units, and a multi-bed Nursing Unit. In 2012 the compan… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,874 satisfied customers
My mother may be going to a nursing home. She has enough
Greetings. My mother may be going to a nursing home. She has enough money left for 5 months of private pay then would apply for Medicaid. I have been gifting myself up to 1000.ooper month for years co… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
15,712 satisfied customers
My Mother had an investment account with of $22,000.00 at
My Mother had an investment account with ***** ***** of $22,000.00 at the beginning of the year. For this calendar year 2015; she has liquidated the account to pay for her home health care bills. She … read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
15,712 satisfied customers
When a sibling inherited stocks at Mothers death and through
When a sibling inherited stocks at Mothers death and through the will, the stocks are split 5 ways. The eldest sibling holds the $120,000(last worth) portfolio in their name and wants to "gift" 1/5 of… read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
7,236 satisfied customers
my mother inherited a house from my aunt. She then transferred
my mother inherited a house from my aunt. She then transferred it through a quit claim deed to my sister. If that considered a gift subject to gift tax? My sister sold the house. What is her basis?… read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
7,236 satisfied customers
I have been taking care of an elderly man who has physical
I have been taking care of an elderly man who has physical and mental problems for the past 3-4 years. I am his legal guardian. At first I hired live in caregivers who received free rent to keep an ey… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
15,712 satisfied customers
My mother is concerned about becoming impoverished from my
My mother is concerned about becoming impoverished from my stepfather needing LTC, so she needs to spend down without completely depleting her retirement and savings. Can she take a personal line of c… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
2,224 satisfied customers
Calculating cost of living for SS disability Rep Payee Repor
Accountant that is knowledgeable about the cost of living for an adult disabled male that is our u ncle. Our house flooded so we did not deduct funds from my uncles Disability Income because we had to… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
2,224 satisfied customers
An elderly friend is in a Foster home and wants to return to
An elderly friend is in a Foster home and wants to return to his apartment but they won't let him due to not having 24 hour care. However, he needs to spend down in order to meet medicaid criteria. Wh… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
15,712 satisfied customers
If my mother-in-law gifts my wife $280,000 (no previous gifts)
If my mother-in-law gifts my wife $280,000 (no previous gifts) and my wife uses that money to buy out my community property interest in our home in California pursuant to a transmutation agreement, ca… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
2,224 satisfied customers
My wife and I are refinancing a mortgage in only our names,
My wife and I are refinancing a mortgage in only our names, but title includes my mother. The new lender requires that borrowers and title holders be the same. The representative is suggesting that my… read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
7,236 satisfied customers
My mother and father could no longer live alone, so they build
My mother and father could no longer live alone, so they build a handycap room on my house 2.5 years ago. Sence my father past and we had to put my mother in a nursing home. She has been self pay at $… read more
Rakhi Vasavada
Rakhi Vasavada
Financial and Legal Consultant
Bachelor's Degree
2,614 satisfied customers
My mom passed away on 3/18. I was asking a lawyer some questions
My mom passed away on 3/18. I was asking a lawyer some questions about estate tax and learned that when my mom put my sister and I on her checking accounts and savings account several years ago, she s… read more
Eric
Eric
Financial Analyst / Trader
Bachelor's Degree
736 satisfied customers
My mother must be placed in an extended care facility, her
My mother must be placed in an extended care facility, her alzheimers disease has progressed that far. I need to know please about real estate equity gifting and payment to my sister for being the pri… read more
Eric
Eric
Financial Analyst / Trader
Bachelor's Degree
736 satisfied customers
My mother is 90 years old and my sister has moved into her
My mother is 90 years old and my sister has moved into her house. Would it be better for us if my mother gave the house to us before she died. Also would it be better for her to give the house to my s… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,874 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Rakhi Vasavada

Rakhi Vasavada

Financial and Legal Consultant

2,614 satisfied customers

Graduated in law with Emphasis on Finance and have have been working in financial sector for over 12 Years

Megan C

Megan C

Certified Public Accountant (CPA)

2,224 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

Manal Elkhoshkhany

Manal Elkhoshkhany

Tutor

1,941 satisfied customers

More than 5000 online tutoring sessions.

JKCPA

JKCPA

CPA

844 satisfied customers

Bachelors degree and CPA with Accounting experience.

R. Klein, EA

R. Klein, EA

Accountant

3,407 satisfied customers

TurboTax Expert. QuickBooks Certified Pro Advisor

Dave CPA

Dave CPA

Accountant

231 satisfied customers

I'm a CPA with over 10 years of experience

ConceptsCoach

ConceptsCoach

Certified Public Accountant (CPA)

171 satisfied customers

Chartered Accountant and MBA

< Previous | Next >

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x