From Our “Ask a Question” Mailbag: “My father recently died, and I am named the executor in his will. I know I need to sell the house and pay taxes. But when is the finish line? What happens after probate is closed?” What Happens After Probate is Closed? Mystery movies […]
Tag: Kelly Barse
Estate Planning Lawyer Allentown, PA Creating a will is something everyone should do. An appropriately crafted will helps your family deal with your property and money after you die. If done correctly, the will can also avoid unnecessary taxes and fees and help make sure your wishes are respected. […]
From Our “Ask a Question” Mailbag: “My brother named me as the executor in his will. I am not sure that I want to have this job. What Are The Executor’s Duties?” What Are The Executor’s Duties? No one can force you to serve as executor. If a Will names […]
Gifting As Part of a Healthy Estate Plan Estate Planning and Gifting can get a bit complex, this article is meant to give you a short, but understandable introduction. If you are starting to look into planning your estate, the concept of gifting may have come up. You may have […]
Estate Planning Lawyer: Providing for Minor Children in Your Will You probably don’t want to think about the possibility of dying while your children are still too young to take care of themselves and manage their own affairs. However, as a responsible parent, you have an obligation to not only think […]
Estate Lawyer in Allentown, PA: Common Questions About Fiduciaries Sometimes, estate planning can be a challenge, especially if the primary holder of real estate and other assets is not capable of making sound decisions due to illness or advanced age. Under these circumstances, it is usually necessary to name a […]
From Our “Ask a Question” Mailbag: “Can you provide useful examples of Bucks County Irrevocable Trusts?” Irrevocable Trusts are invaluable estate planning tools. They have many uses, but explaining them can be complicated. I find that examples help learn what is unfamiliar, so I hope you find these examples helpful. […]
From Our “Ask a Question” Mailbag: “When should I have a Will?” Examples Answering the Question When Should I Have a Will?: I find that the best way to learn about a new subject is through examples. In this blog, I am posting a few examples that hopefully will help […]
From Our “Ask a Question” Mailbag: “Can you provide examples of Revocable Trusts being used successfully?” Examples of Revocable Trusts Being Used Successfully: To begin, I am assuming that you are somewhat familiar with Revocable Trusts. If you are not, or if you wish to refresh your memory, follow this […]
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. […]
