Archived
May I designate my income trust as the POD beneficiary on my bank account or must I designate a natural person?
Peter's answer
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Answered on August 13, 2015
Some banks have their own internal procedures that say you can only name a person as POD. This is not the law, just their own procedures. If you...
Archived
I am recently widowed, with 2 children and looking for advice on what legal docs I need - living trust, last will, POA, HCP?
Peter's answer
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Answered on August 13, 2015
Here is a list of possible documents that you should think about, but if you need them or not will depend on what assets you have and the ages of...
Archived
In desperate need of a pro bono attorney to help save my elderly mother from a predatory guardianship.
Peter's answer
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Answered on August 13, 2015
Here is the link to the Dept. of Aging hotline:...
Archived
What if the executor of an estate distributes personal property of the deceased as they see fit and not according to the will?
Peter's answer
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Answered on August 12, 2015
If you would have received a portion of what was "given" away, you have the right to Petition for Accounting with the Orphans' Court. The executor...
Can a trust beneficiary sue another beneficiary and use trust funds to do that and does the trust have to be a party to the suit
Peter's answer
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Answered on August 12, 2015
I agree with attorney Percopo, but I suggest that if the trust funds are being handled incorrectly the cheapest route for you is to petition for an...
Archived
My fiance passed away last week. We lived together in his house for four and a half years. I stopped working to take care of him
Peter's answer
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Answered on August 12, 2015
You are in a difficult position. As "fiance" you have no legal claim to his assets. Under the law, you are simply some person who happens to be...
Are parents or grandparents responsible for the copay on medical expenses the child incurred during temporary guardianship
Peter's answer
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Answered on August 12, 2015
I am wondering why the bills are coming to you and to whom are they made out? As is mentioned above, the most likely answer is that you are not...
Archived
How do I get trustee to change investments in a marital trust?
Peter's answer
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Answered on August 12, 2015
The trust your father created sounds like a fairly common arrangement, but as the other lawyers said, there are several routes your father could...
Archived
In PA, may parents allow someone else to care for their minor children by a power of attorney document?
Peter's answer
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Answered on August 12, 2015
I agree with Attorney Stewart, but I would add that when we do a Standby Guardian document we normally add into the language whom you nominate as...
Archived
How do i put my son as beneficiary on my home and what does it usually cost!
Peter's answer
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Answered on August 12, 2015
You have a few options. You could make him a joint owner on the house now, so the cost is a new deed. Positive: cheap, negative is that during...
