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My mom has passed away August 18th 2016 my sister Kathy is the executor she won't talk to me and I don't even know where my mom
Heidi's answer
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Answered on September 10, 2016
Obviously, I do not have a copy of the Will to review. If the Will says the proceeds splits 4 ways at your mother's death, and your brother was...
Archived
Is it a standard practice when representing an estate to payout large sums of funds without prior notice to the excutors.
Heidi's answer
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Answered on September 10, 2016
Unless the attorney is one of the executors I am puzzled as to how he had signing rights on the estate's checkbook to pay the bill. We often keep...
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Archived
Do the only one beneficary on the will gets it all?
Heidi's answer
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Answered on September 10, 2016
The facts in this question are very vague. Are her parents alive or deceased? Was there a Will or a revocable trust? Was her name on accounts...
Archived
Can the children make the decision in a mother's cancer care
Heidi's answer
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Answered on September 09, 2016
Mr. Ferrante is quite correct. Absent any document granting someone the power to make healthcare decisions for her, the statute under the facts...
Archived
Does an IRA with 2 beneficiaries need rolled into an estate account to pay remaining estate bills in PA?
Heidi's answer
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Answered on September 06, 2016
As long as the estate is not the beneficiary of the IRA, it passes to the named beneficiaries. If you don't have an attorney, you need to get one...
Archived
Why do attorneys say I cannot request PA small estate procedures if I've already probated the will and received Letters?
Heidi's answer
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Answered on September 03, 2016
It is true that the statute states that the court in its discretion MAY allow the petition . However, I have never seen it done, nor do I know why...
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Can I cash gift my brother and I once our mother becomes incapacitated?
Heidi's answer
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Answered on August 30, 2016
They are absolutely correct. Just because you can make a gift doesn't mean that you can ignore federal Medicaid law which has a 5 year look back...
Archived
Id like to explore setting up a revocable trust that is a hybrid of the credit shelter and spendthrift trusts.
Heidi's answer
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Answered on August 30, 2016
You need to speak with a skilled estate planning attorney. Your Will can be revised to include trusts at your death to hold the proceeds from life...
Archived
My aunt died in CA. I live in PA and am the trustee of her bypass trust. Do I retain a CA or PA attorney?
Heidi's answer
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Answered on August 29, 2016
Some of what you state is a bit confusing. If you are a trustee of a by-pass trust, that indicates that someone died and this is the trust that...
Archived
What happens if you disagree with the appraisal amount of a house you are bequeathed a percentage of?
Heidi's answer
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Answered on August 27, 2016
I agree with Mr. Ferrante. Spend a couple hundred dollars and have your own appraisal done. I have had to do this in estates that I administer. ...
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