From Our “Ask a Question” Mailbag: “Can you provide SLAT Examples?” Spousal Limited Access Trust SLAT Examples: Planning for Retirement. Mr. and Mrs. Philadelphia each have amassed $250K earmarked for their retirement. They are concerned about asset protection planning and want to a plan to provide shelter for the assets. […]
Estate Attorney, Who To Turn To When Estate Planning Gets Uncomfortable Within a few years of reaching adulthood, most Americans have some understanding that it is important to draft a personal will. But, estate planning gets uncomfortable pretty quickly. Many may even be familiar with estate planning tools including health care […]
A Living Will Attorney Explains the Differences. The difference between a living will and a last will and testament are not clear from their names. When planning for your future, you may have various ideas about what kind of document you should write up to plan for your loved one’s […]
Living Will Lawyer Philadelphia, PA When you can no longer speak for yourself but wish to be heard, creating a will or an advance directive can be legally binding, written forms of instructions that communicate what you want. Although it can feel as if creating your will or an advance […]
From Our “Ask a Question” Mailbag: “Reasons to Request a Formal Accounting From a Lehigh County Executor.” What Are Examples of When to Request a Formal Accounting From a Lehigh County Executor: Reasons to Request a Formal Accounting: Suspected Mismanagement of Estate Assets. Mrs. Allentown died leaving a Will which named […]
From Our “Ask a Question” Mailbag: “What are Examples of Forcing a Power of Attorney to Account?” Examples of Forcing a Power of Attorney to Account: The executor is Given Unsatisfying Answers. Mr. Blue Bell died with a Will naming his son, Jenkintown, as his executor. During Mr. Blue Bell’s life, […]
From Our “Ask a Question” Mailbag: “When Should a Bucks County Executor File a Formal Accounting?” When Should a Bucks County Executor File a Formal Accounting: When the Beneficiaries Refuse to Sign an Informal Accounting. Mr. Doylestown died with a Will naming his son, New Hope, as his executor. Mr. Doylestown’s […]
From Our “Ask a Question” Mailbag: “What Are Reasons to Request a Formal Accounting From an Executor.” What Are Reasons to Request a Formal Accounting From an Executor: Theft. Mr. Philadephia died with a Will naming his son, Montgomery, as his executor. The Will divides his estate equally between his four […]
From Our “Ask a Question” Mailbag: “What Are the Grounds for a Will Contest.” What Are the Grounds for a Will Contest: Undue Influence. Mr. Montgomery is elderly and ill. He can no longer care for himself and has become reliant on his son Conshohocken. Conshohocken downloads a power of […]
From Our “Ask a Question” Mailbag: “Please give me Examples of How to Become a Legal Guardian.” Examples of How to Become a Legal Guardian: Becoming someone’s legal guardian is a serious step. Becoming a guardian means that a judge must determine that the person is incapacitated. The process […]
