Do I have to include my siblings on the form I need to complete to receive unclaimed property of my mother in Pennsylvania?
Ivette's answer
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Answered on August 18, 2014
Hello,
It is recommended that at a minimum you include their names and state that you do not have their current contact information. Better to...
Archived
Why can't I press charges being my fathers personal Representitive.
Ivette's answer
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Answered on August 18, 2014
Hello,
Please note that the police department would forward your facts to the District Attorney's office and they would decide if there is...
Archived
I have durable power attorney for an elderly couple and pay all their bills on line.
Ivette's answer
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Answered on August 18, 2014
Hello,
Just document the event in case someone asks and put the money back and pay the bill.
We all make honest mistakes!!
Archived
My grandfather passed away in May. My mother is the power of attorney. How do we find out if we are named in the will?
Ivette's answer
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Answered on August 18, 2014
Hello,
Generally the Will would be probated in the county where your Grandfather lived. You can check with the surrogate court. Also if you...
Archived
Can a will be contested if the only witnesses to my Fathers will were his wife(executor and beneficiary) and his attorney?
Ivette's answer
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Answered on August 18, 2014
Hello,
There are some irregularities in the execution of your Father's Will and it is highly recommended that you consult with a local probate...
Archived
Which trust is recommended that allows immediate access to funds and you can defer the taxes?
Ivette's answer
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Answered on August 18, 2014
Hello,
It is recommended that you consult with a financial advisor and an estate planning attorney to get a full picture of the best options for...
Archived
My girl friends mother wants to grant me legal authority for her grandchildren who live with me. re health/education matters
Ivette's answer
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Answered on August 18, 2014
Hello,
Because it deals with making important decisions about someone's children, it is highly recommended that you consult with a local...
Archived
How do I provide assurance to my family members that my asset handling is fair and transparent?
Ivette's answer
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Answered on August 18, 2014
Hello,
It appears that the assets were gifted to you by your grandfather and that you now own the assets,
It is recommended that you show the...
Archived
In a Revocable living trust if 1 of the person's listed as a beneficiary has passed away but the spouse is living. Does the
Ivette's answer
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Answered on August 18, 2014
Hello,
If the Settlor -- person who set up the living trust -- is still alive, she can change the beneficiary as she sees fit because the rights...
Archived
My wife and I have 2 separate trusts because of a blended family. I want to add someone to my trust without my wife knowing.
Ivette's answer
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Answered on August 18, 2014
Hello,
Attorney Ajalat gives excellent advice. Also, keep in mind that there may be community property matters that may also need to be...
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