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    Revocable Trust distributions considered income? Taxes owed?

    My mom passed away recently and a REVOCABLE trust had been set up. It instructs a certain amount of money to be distributed monthly to the three beneficiaries as long as is possible, hopefully lifetime, but there are provisions to make adjustments to amount and time given changeable economic...
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    Additional bill 3 years after procedure (any time limits)?

    I had an expensive dental procedure 3 years ago and to the best of my understanding, I paid (in full?) at the time (well, Care Credit, anyway). This evening I go to the mail and there is a bill from that dentist for nearly $900. Can he do that? I mean, what is to prevent a medical practitioner...
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    Poor job performance BECAUSE of failing health may lead to termination

    Due to slow, but steadily declining health it is likely I could be let go within the year because it is affecting my ability to do my work, and I acknowledge that. The company culture is family friendly, so whereas any place else I would have been fired years ago, they endeavor to accommodate...
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    How does Social Security collect overpayment - No dispute on my part

    I’m 63 and eligible for early retirement. Poor health will force me to work part-time starting in January and there is still a minimum of 20 hours a week to keep my job. It isn’t enough so I will have to take early retirement. I would earn $1816/month which is more than the $1310 allowed by SS...
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    My Brother's Keeper?

    Awkward situation, will try and simplify. I live in a 3 story condominium, 8 units, 2nd floor. Pipe broke and flooded, causing water damage to my unit and those beneath. Plumber called water remediation company (middle of night), they came out to stabilize and start drying out my unit and...
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    Personal Bankruptcy Bankruptcy vs Defaults

    Gentlemen, Medical expenses have wiped virtually all savings (including retirement account)... have maybe $5,000 left. This leaves me with about $30,000 in debt, mostly unsecured (although about $12,000 in a HELOC). After 3 months medical leave (which didn't help), I have attempted to...
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