How is a bank account that is set up to be payable upon death work?
Payable upon death accounts go to the named beneficiary and need not be shared. By definition, a POD is a "non-probate" transfer so it avoids...
Philadelphia, PA
Estate planning Lawyer at Philadelphia, PA
Practice Areas: Estate Planning, Probate ... +6 more
Payable upon death accounts go to the named beneficiary and need not be shared. By definition, a POD is a "non-probate" transfer so it avoids...
You can't make him take you out, but you can refuse or disclaim the property.
If the bank does not have you as beneficiary (I assume you mean Payable Upon Death "POD") then you are not "beneficiary" of the account. It sounds...
The existence of a revocable trust would not change the inheritance tax. There can be benefits to the trust but it may or may not be worth it. Sit...
This question can probably be answered fairly easily by reviewing the trust and knowing about the level of capacity of the spouse(s). It would be...
Your question is not exactly clear to me. Unless you provided some sort of service to the estate I don't know that you can make a claim but if you...
There could be any number of reasons why an estate takes a long time to settle - in this case it could be there are no liquid assets in the estate....
It is likely taxable (there are some exceptions to taxability of IRAs). Who pays the tax is in part determined by the trust and who the beneficiary...
I have handled many cases like this. Sounds like you will have to open your grandmother and mother's estates. There are quite a lot of questions -...
What's your interest in the estate? If you are a beneficiary under the will (I assume you are since you're asking) you can file a petition to...