Finance

Have finance questions? Ask a financial expert online.

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

Related Finance Questions
I am completing a tax return for an irrevocable trust that
I am completing a tax return for an irrevocable trust that was a grantor revocable trust until the grantor passed in August 2020 leaving the revocable trust in the name of her co-trustee who is her so… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
41,577 satisfied customers
My parents have a joint revocable living trust. Dad was
My parents have a joint revocable living trust. Dad was original trustee and after he died I was named trustee. Mom retains the right to revoke and amend the trust, to withdraw property, etc. I obtain… read more
JeffS6413
JeffS6413
Principal/Advisor
Master's Degree
2,433 satisfied customers
Same US permanent resident whose house is currently in US
For James Daloisio only. Same US permanent resident whose house is currently in US husband and my name as co-trustees of revocable living trust. We are considering putting SD house into US citizen hus… read more
James Daloisio
James Daloisio
Attorney
Doctoral Degree
3,029 satisfied customers
Same person who talked to you this morning... US permanent
Same person who talked to you this morning... US permanent resident married to US citizen considering revoking revocable living trust and transfering home from me and spouse as co-trustees of trust to… read more
James Daloisio
James Daloisio
Attorney
Doctoral Degree
3,029 satisfied customers
Same person considering transferring half of home from joint
Same person considering transferring half of home from joint ownership under revocable living trust to my husband's individual name.Is the TOD deed in addition to the house deed or are they the same d… read more
Lane
Lane
JD, CFP, MBA, CRPS
Doctoral Degree
25,749 satisfied customers
Same person who previously talked to you about transferring
Same person who previously talked to you about transferring my share of home to husband.The trust document contains a will in which my husband said ' Property: I confirm to my wife her one-half intere… read more
Lane
Lane
JD, CFP, MBA, CRPS
Doctoral Degree
25,749 satisfied customers
Same person interested in transferring half of home to
same person interested in transferring half of home to husband.To explain our situation, I am a US permanent resident but am considering revoking the US permanent residence on return to the UK to take… read more
Lane
Lane
JD, CFP, MBA, CRPS
Doctoral Degree
25,749 satisfied customers
Same person who previously talked to you about transfer of
Same person who previously talked to you about transfer of half of home to husband.What would be the consequences of removing the house from the revocable living trust if my husband were then to pass … read more
Lane
Lane
JD, CFP, MBA, CRPS
Doctoral Degree
25,749 satisfied customers
Tax. What are the tax reporting implications of amending a
Tax. What are the tax reporting implications of amending a US revocable living trust so that my husband becomes the sole owner of our home? I am a US permanent resident married to a US citizen. The on… read more
JeffS6413
JeffS6413
Principal/Advisor
Master's Degree
2,433 satisfied customers
I am 61 years old, and my wife is 66 and are thinking about
I am 61 years old, and my wife is 66 and are thinking about protecting what little assets we have, and I would like to set up a trust for purposes of protecting my assets, and for investment purposes.… read more
Lane
Lane
JD, CFP, MBA, CRPS
Doctoral Degree
25,749 satisfied customers
Thanks again for your time and service. My question is, how
Hello, and thanks again for your time and service. My question is, how problematic is it for a successor trustee for a simple revocable living trust to withdraw money from a grantor's account without … read more
Lane
Lane
JD, CFP, MBA, CRPS
Doctoral Degree
25,749 satisfied customers
I recently bought a home for the first time. I want to
I recently bought a home for the first time. I want to create a last will and testament so the house goes to my partner who also lives with me. What is the best/ easiest/ quickest/ and cheapest way to… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
41,577 satisfied customers
Can you explain why it is not feasible to name a trust as a
Can you explain why it is not feasible to name a trust as a beneficiary on a deposit account?… read more
Milan Vaishnav
Milan Vaishnav
Consulting Technical Analyst
Bachelor's Degree
536 satisfied customers
My recently widowed mother and I visited an elder care attorney
My recently widowed mother and I visited an elder care attorney for advice this week regarding asset protection, VA Aid and Attendance and Medicaid (Virginia). She has about 100K in cash and cash equi… read more
Milan Vaishnav
Milan Vaishnav
Consulting Technical Analyst
Bachelor's Degree
536 satisfied customers
my parents left their estate in revocable living trust with
my parents left their estate in revocable living trust with one sibling as trustee with instructions for a an even 5 way split. Is it a democracy or a dictatorship? What if one wants to get there pay … read more
Milan Vaishnav
Milan Vaishnav
Consulting Technical Analyst
Bachelor's Degree
536 satisfied customers
Why is it advisable to place your assets into a trust What
Why is it advisable to place your assets into a trust? What is a land trust, a revocable trust, and a irrevocable trust and what are the advantages and/or disadvantages of each of them?… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
41,577 satisfied customers
my parents established a living trust. my mom passed away ...
my parents established a living trust. my mom passed away in 2005 and the trust was changed to a family trust with my dad and i as co trustees. now my dad wants to dissolve the trust because he doesn'… read more
Bill
Bill
Master's Degree
3,255 satisfied customers
my parents are deceased. They had a living trust and I am ...
my parents are deceased. They had a living trust and I am the successor trustee. I also am an only child and only heir. Their home is the only item not transferred from the trust prior to their passin… read more
The Land Advisor
The Land Advisor
Master's Degree
906 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)

2,225 satisfied customers

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

Manal Elkhoshkhany

Manal Elkhoshkhany

Tutor

2,201 satisfied customers

More than 5000 online tutoring sessions.

JKCPA

JKCPA

CPA

844 satisfied customers

Bachelors degree and CPA with Accounting experience.

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

sgriffin26

sgriffin26

Loan Officer

93 satisfied customers

Licensed RE Agent, Loan Officer, and NMLO. I have been in residential lending for over 10 years.

< 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