Your sister is dealing with Pennsylvania's Estate Recovery Program and it's an automatic obligation of your grandmother's estate. As the other...

PA law requires the personal representative to advertise the estate for three consecutive weeks in a newspaper of general circulation in the county...

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If I start a home based business for my kids, will that affect my uc benefits?

Money earned from a business will often be considered self-employment income and that could affect your eligibility for unemployment benefits. If...

Will the family caregiver exeception apply to my husband's circumstance?

It's unclear if the caregiver exception applies. Simply living with the parent for two years won't satisfy the test. You also have to show that...

When and why should a fiduciary form be filed after a death in DE? Death was 7/2011.

Estates often operate on a fiscal year for income tax purposes. So if death was in July, 2011, the tax year could run until June 30, 2012. If...

If I set up an irrevocable trust for my aunt in PA, can she still do $500 monthly gifting, which has no medicaid lookback rules?

I agree with the answers previously given. You don't mention if your aunt might qualify for a VA pension either as a vet herself or as the spouse...

The Retirement Equity Act of 1984 created the law for spousal consent on certain retirement plans. However, it specifically exempts IRAs, so no...

Pennsylvania's Estate Recovery Program only targets probate assets at the moment. Normally life insurance passes to named beneficiaires and so...

The beneficiary should not sign a release unless he or she receives a formal accounting from the trustee. Often people want to avoid the expense...

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