Looked into the 709 which calls for a figure from Schedule A Line 11 - Itemized Deductions, Charitable Gift giving. Since this was not a charitable gift but mer...
See prior post (that I just posted) for some issues with credit unions. Also when my father passed and I traveled to parents’ home town in New Mexico (I live in...
For 1 thing, credit unions are not set up for trusts of any kind. When I became the death trustee for my father’s living trust when he passed, I had to set a tr...
I do. We have been married for 26 years and we trust each other completely. He will be the person to continue to care for my mother if I die first so I wanted t...
