I am one of 6 beneficiaries to my uncle's very large estate. At least I think it's large! The executrix is not talking!! ?
Heidi's answer
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Answered on July 05, 2017
In PA death tax is paid on all assets except for life insurance which is not subject to tax. This does not mean that all or any part of the assets...
Why are they holding so much inheritance tax in escrow from my mom's estate?
Heidi's answer
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Answered on June 30, 2017
This is a common practice with title companies to insure that there will be no inheritance tax liens against the title of the property which they...
Can I get a copy of my fathers will before probate in the state of Pennsylvania?
Heidi's answer
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Answered on June 27, 2017
You will not be "entitled" to see the Will unless and until the Will is probated. If your father did not own any property in his name alone...
Dad died. Residence be split 50/50. Sister inherits a 2nd property w/a mortgage. Can she pay it w/ $ from other real estate sale
Heidi's answer
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Answered on June 27, 2017
Ms. Rabin is correct. You need to hire an attorney who routinely practices in Orphans' Court to evaluate the possibility of a case of undue...
I need an atty who is knowledgeable about elder law and VA benefits.
Heidi's answer
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Answered on June 26, 2017
You need to seek out an elder law attorney for this assistance. I agree that you can find such an attorney on naela.org and potentially on the...
No annual reports on my trust account given for 5 years?
Heidi's answer
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Answered on June 26, 2017
It sounds as if you are a remainderman in the trust, meaning that you take some or all of what is left over after the life tenant, your uncle,...
How to protect mother's assets from nursing home confiscation
Heidi's answer
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Answered on June 25, 2017
First, I am the only attorney answering this from PA, so far, and although Medicaid is a federal law, it is run by the states and varies greatly...
Archived
What does a person have to do to replace their Mother as legal guardian, since she has now pass away ?
Heidi's answer
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Answered on June 25, 2017
Because this is a custody question rather than a guardianship questions, I am changing the practice area to family law where you will get more...
Archived
Special needs trust finalized?
Heidi's answer
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Answered on June 23, 2017
When the trust document is signed by the settlor and the trustee it is finalized. However, until assets are placed in the name of the trust it...
Archived
Special needs trust question ?
Heidi's answer
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Answered on June 22, 2017
Personally I see no reason why an attorney needs to be trustee other than collecting an additional fee. The parent can be trustee during life so...
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