Archived
My sister passed recently and left me as beneficiary on one bank account and not the other now it goes to probate
Joseph's answer
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Answered on April 29, 2013
Attorney Frederick is correct. Depending on the size of the account in probate, you may be entitled to the full account due to the expenses which...
Can I hire an attorney to represent me as my mother's estate is settled?
Joseph's answer
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Answered on April 29, 2013
Attorney Frederick is correct. It is advisable for you to retain an experienced Pennsylvania attorney now so that you can discuss your concerns...
Archived
My brother-in-law just passed away and he had no will. Where do we start?
Joseph's answer
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Answered on April 28, 2013
I'm sorry for your loss. Attorney Reed is correct. Whatever you can do in terms of finding assets for your sister would be of help to her and...
Asset protection for ~1M net worth
Joseph's answer
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Answered on April 28, 2013
As attorneys are fond to say, "it depends." For some clients who are in strong marriages, it's as simple as placing assets in the name of the...
Archived
Trust document and schedule attached to trust
Joseph's answer
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Answered on April 28, 2013
Attorney Frederick is correct. If a bank is to be a successor fiduciary, the bank will want to have its legal department review the underlying...
Archived
What does grantee have to do after quit claim deed & do you pay inheritance tax?
Joseph's answer
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Answered on April 28, 2013
Attorneys Goldstein and Frederick are correct. The deed should be prepared by an attorney, who can also advise you of any tax consequences to the...
WHAT'S THE DIFFERENCE BETWEEN "To The Then Living Children of my Brother" opposed to if it just read,"To the Children of my Brot
Joseph's answer
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Answered on April 28, 2013
"To the then living children of my brother" means the children of my brother who are living at the time of the testator's death.
"To the...
Relative who lives in filth, and does not care of herself- anything we can do?
Joseph's answer
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Answered on April 28, 2013
One of the principles of our legal system is that people can live as they wish to, as long as they are not a threat to themselves or to others. ...
In MA is it legal to name a funeral home as the beneficiary on a life insurance policy?
Joseph's answer
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Answered on April 28, 2013
You will wish to confirm this with a Massachusetts lawyer, but here in Connecticut, a funeral home
may be designated as a Primary Beneficiary....
Archived
How does my sister get power of atty for my mentally disabled brother?
Joseph's answer
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Answered on April 27, 2013
Attorney WIld is correct. The key question will be whether your brother retains the legal competency necessary to execute a Power of Attorney. If...