Philadelphia, PA
Estate planning Lawyer at Philadelphia, PA
Practice Areas: Estate Planning, Probate ... +6 more
As far as avoiding inheritance tax by giving to charities I think it is a no-go. As far as giving gifts to people or charities you are free to do...
I would have to look at the will to know for sure. The answer is probably technically no - but if the money is effecting another beneficiary they...
It is very common to need the ss of beneficiaries of an estate - usually for purposes of filing estate income tax returns.
You need the services of an estate administration/probate attorney. Probate attorneys can help you through the process and protect you from...
You asked a question that has a pretty simple answer. The terms of the will control so one would have to read the will. Most wills would NOT give...
Can't say without seeing the trust and its terms. You also don't say who the trustee is - that is who needs to be seeking advice. Also, chances are...
You need some advice from a lawyer. More than likely you'll have to open her estate, but before doing so it would be good to know how much debt she...
So you are saying your husband died, and that you (surviving wife) and your step-daughter (decedent's child) are co-executors named under a will...
If you are a beneficiary of the estate you should be able to request an accounting - if you are not getting it informally, you can file a court...
This can differ by state - however I have used a letter from a financial institution indicating a particular (non-related) person was a beneficiary...