Archived
Intestate estate Pa. Administrator died; no successor Personal Representative ; - Who gets all
accounting ,records?
Joseph's answer
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Answered on October 25, 2013
I agree completely with my fine colleague, Mr. Wagner. One of the heirs will need to petition the court for something which the law calls an...
Archived
I was recently notified that there was money in a bank account from my god-father (uncle). I need a short certificate.
Joseph's answer
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Answered on October 21, 2013
I echo the advice of my fine colleagues. Hire a lawyer to help you. The process may end up being easy, but it won't necessarily be simple. A...
Archived
WHEN MY MOTHER PASSED AWAY 3 BROTHERS WILL SPLIT EVERYTHING 3 WAYS
WHY DO WE HAVE TO GET ATTY FOR FILING WILL WITH STATE OF PA
Joseph's answer
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Answered on October 14, 2013
Have you and your brothers also agreed upon how the Pennsylvania Inheritance Tax is going to be paid? Have you agreed how much the tax will be? ...
Archived
Including my children in my will when I have a different beneficiary
Joseph's answer
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Answered on October 10, 2013
Speaking only for myself, I share my colleagues' confusion over your question, and here's why:
While I am happy to offer my views on questions...
What happens when there are multiple beneficiaries of trust and one of those beneficiaries dies.
Joseph's answer
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Answered on September 21, 2013
What happens to the trust when your mom dies depends upon the language of the trust itself. In the trusts which we write in this office, we...
Archived
My mother passed away 4 months ago. Her pension with John Hancock lists me as sole beneficiary. They want a divorce decree. HELP
Joseph's answer
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Answered on September 13, 2013
While I agree with my colleague from Los Angeles that there are a host of unanswered questions in your matter, I would suggest the following as a...
Archived
She had me and sister sign a paper for executor of the estate. Did we sign all our rights away.
Joseph's answer
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Answered on August 26, 2013
I truly want to be able to answer your question, but there's no way I can do so without more information.
First, let me ask you a question: Has...
Archived
Must I sue my brother for an easement to land locked property which is part of my father's estate?
Joseph's answer
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Answered on August 15, 2013
It seems to me that you have two important issues here:
1. There isn't sufficient communication between you and your lawyer and/or you feel...
Archived
Do I need to report an inheritance of life insurance money while trying to receive a loan modification on my mortgage?
Joseph's answer
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Answered on August 13, 2013
The "legal right way" as you have put it, is to make FULL disclosure on the loan modification application--no less.
I appreciate your need to...
Archived
What happens to property when one spouse of a separated couple dies intestate?
Joseph's answer
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Answered on August 09, 2013
Although I'm an estate planner and not a divorce lawyer, I know enough divorce law to tell you that there's no such thing as Legal Separation in...
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