You will need to have someone review the Plan documents. On the one hand you indicate "per the terms of the plan" it goes to you and your sister. ...

Family trust information to read online before we see a lawyer?

There is a great deal of information available. If you google "Estate Planning for the Family Cabin" you will encounter a great deal of...

Would a Payable upon death or naming my child a joint owner to my account helpher avoid probate upon my demise?

Ms. Willi has accurately and correctly answered your question. I would only add that the inheritance tax rate in PA for a daughter is 4.5%. You...

How do I make changes to my will?

Generally a well draft Will will have an alternate Executor already named. However, if the first named executor passed away and there is only one...

Is a POA responsible for all financial activity on elder’s accounts?

The Agent named in the Power of Attorney does not have to exercise the authority created in the POA immediately. It is very common and prudent for...

As indicated, the personal representative should NOT wait until the time comes for final (or partial) distribution of the Estate to challenge the...

At death no known assets. After 15 years identified various assets. How long after death can creditors make claim on assets??

It would be my position that notwithstanding the one year rule, the creditors are probably barred by the statute of limitations. I do agree with...

Assuming that he had testamentary capacity at the time all the Wills were prepared and signed, the last Will in the chronological order would be...

Am I entitled to permanently live in my mom's house if I'm her executor?

First, let me offer my condolences on your loss. From your facts, I am assuming you are the successor Trustee and are therefore responsible for...

Ms. Blair is correct . My only additional comment is to encourage you to consult with an attorney or attorneys who can advise you with respect to...