Month: March 2016
Thursday, March 31, 2016
In the estate administration and estate litigation case of In Re Estate of Ferraro, PICS Case No. 15-1384 (C.P. Lawrence, May 11, 2015) the Honorable John W. Hodge ruled that the petition to remove executrix of estate is denied... Continue Reading
Tuesday, March 29, 2016
When it comes to saving for retirement, many investors already know how well the Roth IRA fends off Uncle Sam. But what they may not realize is that it’s equally effective as an estate-planning tool. Seniors who convert a... Continue Reading
Tuesday, March 22, 2016
The decedent owned a 50% membership interest in an LLC Agreement created in New Jersey 18 months before his death in Florida. This will poured over his residuary estate into an existing trust the beneficiaries of which were his... Continue Reading
Friday, March 18, 2016
For most people, the durable power of attorney is the most important estate planning instrument available – even more useful than a will. A power of attorney allows a person you appoint – your “attorney-in-fact” or... Continue Reading
Wednesday, March 16, 2016
In the estate law, estate litigation and family law case of Estate of Stevenson, PICS Case No. 14-0752 (C.P. Philadelphia, Feb. 20, 2014) the Honorable Joseph O’Keefe ruled that a father forfeited his share of his child’s... Continue Reading