Klenk Law

Tag: Formal Accounting

Reasons to Request a Personal Representative’s Burlington County Formal Accounting

Posted on Wed Feb 20, 2019, on Formal Accounting

From Our “Ask a Question” Mailbag: “Reasons to Request a Formal Accounting From a Burlington County, Personal Representative.” What Are Examples of When to Request a Formal Accounting From a Burlington County Executor: Reasons to Request a Burlington County Formal Accounting: Suspected Estate Asset Mismanagement. Mrs. Moorestown named her daughter, Florence, […]

Reasons to Request a Formal Accounting From a Lehigh County Executor

Posted on Sun Jan 13, 2019, on Formal Accounting

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 […]

Inheritance

In New Jersey How Long Does It Take to Get an Inheritance?

Posted on Wed Aug 17, 2016, on Probate and Estate Administration

From Our “Ask a Question” mailbag: “My Uncle died 4 months ago in Burlington County, New Jersey. I am in the Will. How long does it take to get an Inheritance?”

The time it takes to get an inheritance can vary widely between estates in New Jersey. Many factors that can impact a Personal Representative. The concern I have is that the Personal Representative is not adequately communicating his or her plan of action. An Executor or Personal Representative should clearly communicate to you an estimate of when you are receiving your inheritance.

Philadelphia Power of Attorney Formal Accounting – Agent Wrongdoing

Posted on Sat Oct 31, 2015, on Formal Accounting

From our “Ask a Question” mailbag: My mother has Alzheimer’s, and my uncle has been handling her money for several years as her power of attorney. My sister and I are not given any information about how he is handling her money. Recently, he took his family on a long cruise that I know he could never afford on his own money. My sister and I feel he must have used our mother’s money to pay for his vacation. What can we do?

Your mother’s Power of Attorney names your uncle as her “Agent.” As Agent, he has a fiduciary duty to use those powers to care for your mother. In Pennsylvania, the Agent is given broad powers and very little oversight, but an interested person being able to easily get a court order for the Agent to account for every penny counter balances this flexibility.

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Peter provided outstanding advice and preparation of a will and trusts.

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Peter was excellent. He explained everything very clearly and is super friendly. My wife and I originally tried using a lawyer through group legal coverage, but unfortunately the old adage - "you get what you pay for" - applied to the other lawyer, and we decided to go with a real professional.

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When it came down to picking the right attorney to handle my affairs, I knew right away it was this firm. From speaking to their secretary to speaking to Peter I knew I was making the right decision. After only a few mins Peter knew right away what I was looking for and handled all my questions professionally and even gave me great feedback that put my mind at ease. All that without even giving a single penny! So of course I hired him! So far so good...

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Great friendly staff

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I'm totally satisfied with Klenk Law. Peter has a great legal mind with the personality of the guy next door.

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Like another reviewer, I contacted Peter through his website using the free consultation link, for a question regarding PA inheritance taxes. The question was quite technical and difficult to explain, and the answer was nowhere to be found on the web. Peter grasped precisely what I was asking, and provided a clear, helpful response (with a touch of humor) the very next day.

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Answered my question quickly and referred me to a colleague that could handle my problem

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Mr. Klenk, quickly understood the circumstances presented and provided clear and concise advice. This advice provided me with the information I required to progress the case to my advantage.

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Peter provided outstanding advice and preparation of a will and trusts.

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Peter Klenk made a complex subject understandable and allowed us to move forward with our estate planning. He was patient with our questions and creative in the solutions he proposed.

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Surprisingly easy

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Peter and his associates made things easy for us.

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