Philadelphia, PA
Estate planning Lawyer at Philadelphia, PA
Practice Areas: Estate Planning, Probate ... +6 more
An account that is joint with right of survivorship or payable on death (POD/TOD) is by definition a non-probate transfer - a non-probate transfer...
The situation isn't exactly clear. If MIL inherited money and it was only hers and she maintained it as her own property it would have remained...
The lawyer nor the executor are under any obligation to communicate with you (although I would normally communicate with beneficiaries because I...
Part of the executor's duties (and you don't say if she was officially appointed yet) is to secure estate property so it is not uncommon for an...
A living trust is not an asset protection device. The only way to protect assets from creditors is to give up control and a living trust is...
This is pretty easy - just set up two different shares with different plans of distribution.
An offer in compromise is typically only going to be for a much larger balance. In most basic terms - if hte IRS can collect the full amount you...
Your father can leave his property to whomever he wishes. Upon his death you could decide to disclaim the property left to you which means you...
It is not clear from your question what type of tax you are asking about or what you received a notice about. As far as the "transfer" tax (estate...
Can you? Yes. It is actually considered a gift if you make such a transfer for less than fair market value. A parent is free to gift property to...