The original Will ultimately needs to be filed by the intended Executor with the Register of Wills when you file a Petition for Letters...

My condolences on the loss of your husband. The act of removing the children is as simple as having a new Deed prepared from the children to you of...

My condolences on your loss. However, the guidance you received was not off base. While the estate didn't contribute to the expenses, one-half of...

While I agree with the answers provided above, I wanted to chime in that you do have a correct understanding of the general concept of how the tax...

Just a short description of their interest, such as "one half of the net distributable residuary" or whatever fairly describes their gift. As she...

The financial companies are inconsistent regarding their request for an inheritance tax waiver for IRA's. If they demand one, then you should go...

As for the Deed, it sounds to me as likely just an error that was resolved. While titling to the surviving spouse may have been incorrect, putting...

You have several options. One is to do what the company is suggesting. Then you have the flexibility to leave a substantial portion of the account...

To supplement Mr. Zellinger, however, I believe the "percent taxable" question on the Rev-516 is asking how much of the asset passes to the listed...

Just to clarify attorney Whalen's answer, when he says "jointly by right of representation", that is most commonly stated as "jointly with rights...