Philadelphia, PA
Estate planning Lawyer at Philadelphia, PA
Practice Areas: Estate Planning, Probate ... +6 more
Possession of a savings account booklet is not ownership of the account. If the account was titled just in your father's name, it would pass...
Not sure what you mean by "basic." That word is loaded and could mean a lot of different things. Without knowing about your family and situation...
The situation you have here is not very clear. If the person made a power of attorney (and they were competent to do so), and they are now...
The NJ estate tax is not going away, unfortunately. At least as of this time as far as most of us know.
This sounds like a life insurance trust...keep in mind that the issue may be whether it is included in the grantors estate for estate tax purposes...
Certainly an interesting question - you need an accounting of the trust from which it flows (potentially) out to you/your trust. Without that it...
Mr. Atchley, who I consider a wonderful attorney and expert based on his answers, is 100% correct. Have the return reviewed to be sure if the...
One would have to view the documents to give you a good answer - typically if a beneficiary survives the decedent their share "vests" - so either...
You should be asking these questions of your attorney. That said, typically accounts are owned by the trust (in the trust name by ownership),...
I would first want to know which will is more recent - it would seem the 2/13 will is so that would typically revoke any prior wills. Also, the...