From Our “Ask a Question” Mailbag: “My mother died two years ago. My brother is the Executor but has stopped returning my calls. This didn’t seem like such a complicated estate. When the Executor is taking a long time, what can I do?” What can I do when the Executor […]
From Our “Ask a Question” Mailbag: “I have been hearing about Living Trusts. What is a Living Trust in Pennsylvania?” What is a Revocable Living Trust? Revocable Trusts were invented to avoid the government. You can create one without registering it with any agency, and it does not need an […]
De nuestra carpeta de correo “Haga una pregunta”: “Mi padre y yo teníamos una relación excelente. Él vivió toda su vida en el condado de Bucks, Pensilvania. Inmediatamente después de su funeral, mi hermana presentó un testamento en Doylestown, excluyéndome. Este no es el testamento de mi padre. Necesito un […]
From Our “Ask a Question” Mailbag: “My mother gave me a cash gift early this year. Do I need to report this on my income tax return? Is a gift subject to income tax?” Is a Gift Subject to Income Tax? At the end of the year, it is not […]
From Our “Ask a Question” Mailbag: “My brother is the Executor of my mother’s estate in Camden County, New Jersey. He is living in the house and refuses to sell it or move. How do I go about removing an executor in New Jersey?” What Is an Executor Supposed to […]
From Our “Ask a Question” Mailbag: “My mother died this year, and my brother filed a will he had her sign when she had dementia. I want to contest the Will, but I don’t know what that means. Can you explain what You Need to Know about Contesting a Will […]
From Our “Ask a Question” Mailbag: “I recently provided information to a genealogy website. If this website were to identify an unknown child of mine, would this child inherit from me and take away from my other children’s inheritance? How can I protect my family from the possibility of a […]
From Our “Ask a Question” Mailbag: “I am the executor of my mother’s Bucks County, Pennsylvania estate. My brother always tries to tell me what to do, but I am the executor, not him. I want to stop talking to him and just get the job done. Do Executors Need […]
From Our “Ask a Question” Mailbag: “I would like to give my children a cash gift this year, but I hear it might be subject to Gift Tax. Is that true? How does the annual Gift Tax exclusion work?” What is Annual Gift Tax Exclusion? In short, the annual gift […]
From Our “Ask a Question” Mailbag: “Last year, I gave each grandchild the 2023 Annual Gift Tax exclusion of $17,000.00. What is the IRS Gift Tax Annual Exclusion for 2024?” IRS Gift Tax Annual Exclusion Rate for 2024. Now that 2023 is in the rearview mirror, it is time to […]
