Are gifts of money included in the five year look back?

People get confused with the "annual exclusion amount" (currently $14,000 per year per done) and transfer issues with Medicaid's lookback period. ...

My husband is on a savings acct that was his mothers mom passed away he got some money

Although Ms. Hindo is not a PA attorney, some things ring true nationwide - There is not enough detail in your facts to be able to offer a general...

Mr. Benz is absolutely correct. You need to get an attorney over to see your uncle and you absolutely should not be in the room when he or she...

My uncle died in February of 2015 His brother is THE executor of my uncles will.

You must receive a notice if you are beneficiary under a Will or you are the spouse or a child of the decedent. I am unaware of any paperwork at...

Re: Power of attorney. If it was signed by the principal and notarized, in 2012, but NOT signed by the agent, is it valid now?

The Power of Attorney may be a valid document in and of itself, but the agent cannot act until signing the acknowledgement. If the agent is still...

My sister is the Executor of my father's estate, can she sell the property without letting the other beneficiaries know

She can sell property without notifying the beneficiaries but the beneficiaries can complain to the court at the end of the estate if they believe...

Personal representatives must carry out the direction of the will exactly If there isn't a will? what directions do they follow?

I agree with all that Peter said. You can, however, choose to serve as a co-administrator with your step mother rather than signing the consent...

If my common law wife died and leaves an estate who receives it, me or my stepson?

As of January 2, 2005, common law marriage was abolished in PA. Only common law marriages entered into prior to that date are valid. Living...

Do I need to go through a lawyer for a valid durable power of attorney?

I strongly suggest that you spend the small amount of money involved to have a competent attorney meet with your aunt and draft the power of...

Actually, the trust itself owns the property. The Trustee controls everything about the property owned by the trust. So if a trust owns real...