To supplement Mr. Kercher's response, PA recognizes that during the lifetime of joint owners, the assets each deposits remain their own. Thus, if...

If you are willing to accept only those assets which you can obtain without probate (such as life insurance, retirement assets or joint accounts...

It has been possible to make that request online with the USPS without the estate being opened, so long as you have a valid credit card for the...

This is a very fact-dependent inquiry, and I suspect there are more circumstances to be discussed before an answer can be provided. I struggle to...

There is a long answer to your question (too many details for here), and a shorter one. A well-designed trust can be the beneficiary of a Roth IRA...

You should consult with an estate administration attorney. My condolences on your loss, and I'm sorry to add legal issues to a difficult time for...

You need to meet with an estate attorney if, as you suggest, the lawyer was going to make the lawyer the beneficiary. In this uncommon event, there...

Technically, if the check is payable to your deceased father, then the Executor of his estate (if one was appointed) should endorse the check and...

You need to go see an estate and trust attorney in your area promptly. In general, trusts are not submitted for probate, and a later trust may...

I'm not an attorney in Florida, but in most states a minor is not eligible to take action on this account as beneficiary. For this reason, most...