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 […]
Tag: Kelly Barse
From Our “Ask a Question” Mailbag: “Please give me Examples of Estate Planning Protecting a Surviving Spouse.” Examples of Estate Planning Protecting a Surviving Spouse: Example of a Disclaimer Trust protecting your surviving spouse. Mr. Philadelphia had his Estate Planning Lawyer incorporate a Disclaimer Trust in his Will. At Mr. […]
From Our “Ask a Question” mailbag: “After being diagnosed with early-stage Alzheimer’s, I have been thinking about forming a Revocable Trust. Who pays the income tax on a Revocable Trust?”
A Revocable Living Trust can be a reliable tool in helping you manage your assets while suffering from Alzheimer’s. But, you should plan carefully and implement checks and balances.
From Our “Ask a Question” mailbag: Can I leave my watch collection to my son in Trust? “Over the years I have put together an extensive watch collection. My wife and I recently had a son, and I wish to leave him the collection. Can I leave him the collection in Trust? Can a Trust protect an inheritance?”
From Our “Ask a Question” mailbag: How do I disinherit my son? “My son is good for nothing bum, and I want to cut him out of my will. Can you tell me how to disinherit my son from my entire estate? I live in Cherry Hill, New Jersey.”
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.
From our “Ask a Question” mailbag: My father remarried and then recently died, how do I locate the Will? I’ve tried to get His wife to produce his will but she will not respond to my calls, he lived in in Bucks County.
From our “Ask a Question” mailbag addresses the issue of combining a medical power of attorney and divorce.
“I gave my wife my medical power of attorney and divorce started soon after. During our divorce proceedings, does my wife still have the power to pull my plug?”
From our “Ask a Question” mailbag: Before he died, my dad lived with me in Gloucester County, New Jersey for several years. My wife and I took him to the doctor and cared for him when he became bedridden. He died without a will and all his assets are being divided between my brothers and I equally. They never helped with his care. This is not fair. Can I make the estate pay me for my time?
I live in Philadelphia County, and my Will names my two children as co-executors. I thought this was a natural thing to do, but my children have not been getting along recently, what are my options?
Naming your children as co-executors when they do not get along is a bad idea. Co-executors have to work well together and cooperate. Children who are having a dispute can make what is a small family dispute into a family feud that lasts generations.
