Archived
Should I put my mortgage free home in an irrevocable trust to protect against any potential creditors or nursing home reasons?
Maureen's answer
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Answered on June 30, 2014
I have often used this type of planning in my Elder Law practice to protect the value of your home in the event that you must enter a nursing home...
Archived
My father-in-law recently died. His will indicated that his estate should be split equally among my husband and his 2 siblings.
Maureen's answer
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Answered on June 30, 2014
What your husband and his siblings propose can certainly be accomplished. However, how the transaction should be structured depends upon the exact...
Archived
My mother passed away before my uncles estate was settled. Should I be asking more questions?
Maureen's answer
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Answered on June 30, 2014
You are right to have so many questions about the current status of your mother's estate and your uncle's estate. I would not accept any checks...
Archived
Are estate planning documents valid in Pennsylvania when the lawyer who prepared them also notarized them?
Maureen's answer
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Answered on June 13, 2014
It is a very common practice for the drafting attorney to act as either a witness or the notary and there is no issue with the spouse acting as the...
Archived
Can prior gifted real property be submitted to the probate court?
Maureen's answer
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Answered on June 13, 2014
Your father's residence does not become a part of the probate estate and subject to disposition in accordance with his Will because it was...
What can a POA do and not do?
Maureen's answer
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Answered on June 03, 2014
Just because your grandmother signed a Power of Attorney allowing another personal to act on her behalf does not mean that she has relinquished her...
Archived
My father passed a few months ago. He had no will the only thing he left was a bank account with $2,000. how do I get it out?
Maureen's answer
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Answered on June 03, 2014
There are ways under the law of the Commonwealth of Pennsylvania whereby a bank account in a decedent's individual name can be liquidated without...
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Archived
If I'm named as beneficiary on life insurance, can the person's will force me to share the money when the person dies?
Maureen's answer
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Answered on June 03, 2014
The beneficiary designation on the life insurance policy controls the distribution of the proceeds upon the death of the insured. The insured's...
Archived
My father died recently and had no will that we can find . I have 2 other siblings and we are in agreement to split everything .
Maureen's answer
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Answered on June 03, 2014
If your father owned any asset in his individual name which does not pass automatically to someone either by operation of law (as with joint...
Archived
How do I add an assistant to the excutor
Maureen's answer
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Answered on May 14, 2014
You certainly can add another person to act as co-executor with your son. However, you need to be confident that your son and the new co-executor...
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