Archived
Proper way of accounting for and distributing a decedent's personal property, including antiques not specifically bequeathed?
Joseph's answer
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Answered on April 08, 2013
I agree with Mr. Bernick, and add the following:
Since there is no detailed language in the will about who gets what, the executor's duty is...
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EIN needed? After Dad died, the assets in my parent's living trust are to be divided btwn a marital (survivor) and family trust.
Joseph's answer
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Answered on April 07, 2013
In agreeing with my fine colleagues, in urging you to seek a lawyer who is experienced in trust administration, I would add only the...
Archived
How do i go about finding out how much money my mother owes in taxes
Joseph's answer
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Answered on April 04, 2013
I agree with my colleague, Mr. Whalen, in all respects and add only the following:
Since mom died four months ago, you have only another five...
If the executor / beneficiary steals from the estate, are they still entitled to their fees?
Joseph's answer
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Answered on March 15, 2013
I always get sad and concerned when I see the words "attorney" and "stealing" in the same place, because lawyer misconduct hurts the reputation of...
Archived
Pa inheritance tax
Joseph's answer
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Answered on March 15, 2013
While I certainly agree with the advice provided by my fine colleagues, one thing stuck out in your question which I feel compelled to...
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How can I get an attorney whose area of expertise is in estate administration, stocks, bonds, real estate, and financial assets?
Joseph's answer
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Answered on March 14, 2013
You say you want a lawyer to administer an estate on a contingency basis? May I respectfully ask, "contingent" upon what? If your goal is to find...
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Time to find a pro bono real estate attorney ??
Joseph's answer
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Answered on March 07, 2013
In addition to the terrific advice given to you by my other colleagues, I would offer one more gentle suggestion:
First of all, I sincerely...
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Money was left to me in trust what do I have to do regarding paying tax
Joseph's answer
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Answered on March 06, 2013
I'm sorry, but I don't understand what you mean by saying "in trust" or "bank money". If, by using the term "bank money" you are telling us that...
Archived
I live in Philadelphia, PA. My father passed away in 03/2011 and left me his house. My name is on the Deed as the beneficiary.
Joseph's answer
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Answered on February 18, 2013
What I'm not getting with your question is that you say that your "name is on the Deed as the beneficiary" but that you want to put the property in...
Archived
Prior to the probate of a will, does the named executor in a will have the right to lock the home to protect the contents within
Joseph's answer
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Answered on February 17, 2013
With all respect to my colleagues who might have different laws in their respective states, I must disagree.
I had this situation come up a...
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