Philadelphia, PA
Estate planning Lawyer at Philadelphia, PA
Practice Areas: Estate Planning, Probate ... +6 more
I agree with the other attorneys who answered. You are not obligated to share this money and if you do that is your choice but you can't transfer...
If I understand your situation I would think you should just name a backup trustee after your son. You can name a younger friend or family member...
As the person receiving the gift you do not have to do anything. The person giving the gift could have various gift/estate tax consequences and...
The documents would have to be reviewed to determine what happens. In many instances if the person inheriting property survives the decedent and...
It is not exactly clear what your situation is, but if you are the person making the will you can use anyone to serve as executor - you might be...
I would only add to what Mr. Haber says by noting that an annuity typically has a beneficairy named and that means that the beneficiary...
If you don't owe, you probably have nothing to worry about. I would contact a qualified CPA or tax preparer to review the situation and have the...
You should probably see an estate planning or elder law attorney. Your options may be somewhat limited - you will want to ask about what is called...
In addition to what the other attorneys have said, you should note that her failure to take required minimum distributions ("RMD") all these years...
You can generally assume, with a few exceptions, that any property that someone owns (whether it is real estate, or other property such as accounts...