As an attorney-in-fact (durable PoA), how can I safely buy assets from an incapacitated principal?

You have certainly proceeded carefully, and will likely not have an issue with the other two family members, as long as you have their consents in...

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In PA, if I am married, does my spouse need to know the terms of my will?

The answer to your question is No, BUT you should be aware that, absent some sort of marital agreement, your husband could claim an elective share...

Should I sign a personal financial statement & spousal estoppel as part of a SBA loan? Who does an estoppel protect?

You can start by asking the attorney or bank that supplied the forms to you what they mean and whether you might be potentially liable if he...

How do I leave insurance for my 8 year old son so that it's available to help support him? I'm divorced from his mother.

This is an excellent estate planning question. A trust can be established for the benefit of your son until an age specified by you. You can name...

Is there a rule of thumb for deducting administrative expenses on Schedule H for PA inheritance tax filing?

You would probably benefit from allowing a local estate attorney to review the Inheritance Tax Return before you file it, to help ensure that you...

Funeral

You might try the local Legal Aid office.

Can the "per stirpes" decree be modified?

You might wish to consult with a local attorney who is experienced with Guardianships to determine whether a Guardian should be appointed for your...

Are annuities outside of probate subject to inheritance tax?

I'm glad that you asked this question, because it brings up a key point to bear in mind -- the fact that an asset passes outside of probate does...

My deceased father's companion has life estate. She has personal items of my fathers that I as executrix need

I agree with Mr. Whelan. These situations normally don't improve on their own, and definitely don't improve with time. I would suggest that you...

Can heir be evicted for specious claims?

If an attorney is assisting with the administration of the estate, he or she should be able to give you a rational explanation. If not, or if...