From Our “Ask a Question” Mailbag: “Do all my things at death pass through Probate? Are there not assets that typically avoid probate?” Assets That Typically Avoid Probate. Several assets typically avoid probate. These include Life Insurance, Jointly Held Assets, IRAs, 401ks, Transfers on Death Accounts, Assets with Beneficiaries, and […]
From Our “Ask a Question” Mailbag: “I am getting older, and when I die, I want the process to be as easy as possible for my children. What steps can I take to make the process painless? What are your suggestions on how to prepare for Probate?” How to Prepare […]
From Our “Ask a Question” Mailbag: “My mother’s estate has been open for over a year. The Executor will not return my calls. Please explain to me how to remove an executor in Pennsylvania.” How to Remove an Executor in Pennsylvania? Is an Executor in Pennsylvania not carrying out their […]
From Our “Ask a Question” Mailbag: “My husband has been diagnosed with dementia. We want to put things in order while he perfectly understands what we are doing. What should we do about Estate Planning After a Dementia Diagnosis?” Estate Planning After a Dementia Diagnosis; What to Do. Receiving your […]
From Our “Ask a Question” Mailbag: “Can a Trustee Remove a Beneficiary From a Trust?” Can a Trustee Remove a Beneficiary From a Trust? In general, a Trustee cannot remove a beneficiary from a Trust. However, the Trust language may allow the Trustee to remove a beneficiary or reduce distributions. […]
How Divorce Impacts Estate Planning Divorce can be difficult emotionally and financially. One important task to remember during a divorce is ensuring your estate plans are tailored to your new situation. As you consider and plan for your new post-separation life circumstances, do not overlook the future and the inevitable […]
From Our “Ask a Question” Mailbag: “My Grandmother died last year, and I believe I am in her Will, but I have not received any notifications. Who Contacts Will Beneficiaries?” Who Contacts Will Beneficiaries? If a deceased person dies with assets that pass through a Will, the document must be […]
From Our “Ask a Question” Mailbag: “The Executor of my mother’s estate will not return my calls. What to do if Executor is Ignoring You?” What should you do if the Executor Ignores you? An Executor owes heirs a fiduciary duty. This doesn’t mean that they have to keep you […]
From Our “Ask a Question” Mailbag: “My mother gave me her power of attorney. My understanding is that I can now do anything for her. Is that correct? Are there things that a power of attorney cannot do?” What is a Power of Attorney? First, what is a Power of […]
From Our “Ask a Question” Mailbag: “My grandfather died several years ago without a will. My uncles and aunts fought about who would be in charge of the estate, and it took years to sort it out. I have heard that you can avoid Probate by using a Revocable […]
