In the estate litigation case of Estate of Sipos, PICS Case No. 15-0961 (C.P. Philadelphia March 9, 2015) the Honorable John W. Herron ruled that the beneficiary designation in the deceased’s IRA was not changed by his will as... Continue Reading
WILLS, health care directives, lists of passwords to online accounts. By now, most people know they should prepare these items- even if they haven’t yet-and make them available to trusted family members before the unthinkable,... Continue Reading
Divorce is never easy, but the divorce of a long-married couple can be especially hard, particularly when it comes to estate and retirement plans. Assets, including retirement accounts, can be hard to divide, and the presence of... Continue Reading
As a follow up to its announcement that, for all estate tax tax returns filed on or after June 1, 2015 estates tax closing letters would not be automatically issued to the taxpayer and would be issued only upon the taxpayer’s... Continue Reading
An executor is the individual nominated by a deceased person to handle the gathering and distribution of estate and assets. Being an estate executor is a demanding responsibility. Executors handle funds, property and... Continue Reading