Archived
My husband and I live in PA. We both had wills done by a lawyer around 35 years Should they now be notarized. All copies ?
Joseph's answer
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Answered on July 29, 2014
Your wills are still valid in Pa. You should however consult with an estate planning attorney on your area to update your documents. You should...
Archived
Are monies left in a irrevocable trust in PA subject to any taxation?
Joseph's answer
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Answered on April 30, 2014
This is an area in which you need to be very careful. The trustee of this trust should contact an experienced trust attorney to discuss all of the...
Archived
As far as taxes go, what tax form must I fill out and how much should I save from my income?
Joseph's answer
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Answered on March 22, 2014
In addition to what Mr. Howard mentioned, your grandmother's Agent may have to file a Form 1099 with the IRS. Your best bet is to hire an...
If the beneficiary of an estate (PA) is a special needs trust for a child of the decedent, is the
inheritance tax rate 4.5.
Joseph's answer
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Answered on October 06, 2013
If the remainder beneficiaries of the special needs trust are in the 4 1/2 % class of beneficiaries then the trust will be taxed at 4 1/2%. If...
Archived
One dollar and other considerations estate tax question in Pennsylvania. Is there an easier way?
Joseph's answer
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Answered on August 07, 2013
The first question is whether your mother had additional assets titled in her name at her death. If so, then you need to probate. If not, then...
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