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Ardmore Pa Practice Areas
My firm provides a full range of services for all aspects of Probate, Wills, and Estates law. My experience in the probate court, resolving issues related to the validity of wills, enables me to provide practical advice for testators from all walks of life. Similarly, my work in the drafting, execution, and formation of Pa Last Wills gives me keen insight into how Pa Executors should interpret various aspects of a Pa Will that may initially seem unclear.
Whether you are a testator formulating an estate plan or an executor implementing a decedent’s wishes, I can simplify many complex aspects of all of these tasks that will lie ahead of you.
I offer pertinent and personal legal advice to obtain the results you need in a timely manner with the least stress possible. Once executed, your Pa Last Will remains your final statement of your intentions until you amend or revoke it. I recommend reviewing your Pa Last Will every three to five years and updating it to reflect your current wishes.
Pa Probate Planning Review
The best gift you can give your loved ones is to have your Estate Planning complete. Unfortunately, to a great extent, misinformation about critical terms such as Pa Inheritance Tax, Federal Estate tax, Pa Probate, avoiding probate, simple will, Pa Living Will, and Pa Living Trust, tends to lead to misunderstandings of estate planning.
He concentrates his three decade career in the legal areas Pa Probate,Pa Estate Planning including Pa Last Wills, Pa Powers of Attorney, Pa Living Wills), Pa Estate Administration, Pa Estate Taxation, Pa Estate Litigation, Pa Beneficiary Representation, and Pa Guardianships.
Mr. Whalen has over 3,967 LinkedIn Profile Followers. 99 LinkedIn Peer Endorsements. 27 Avvo Peer Endorsements. 24 Martindale Peer Reviews. 12 Lawyers Client Reviews. 68 Avvo Client Reviews – over 5,000 Reviews
Mr. Whalen has achieved the AV Peer Review Rated Preeminentaward from Martindale, AV Peer Judicial Preeminent award, the Avvo Rated Superb 10.00 award, the Avvo Rated Top Lawyer award, the Clients’ Choice Award, and the Top One Percent (1%) award.
He is the recipient of the Legum Magister Post-Doctorate Degree (LL.M.) in Taxation (from the Villanova University School of Law), a recipient of the American Jurisprudence Award in Wills, Trusts, and Estates, from the Widener University School of Law), and a recipient of the ABA-BNA Law Award for Academic Excellence (from the Widener University School of Law).
He has also been named as an Awesome Attorney in the field of Estate Planning Law (by the Suburban Life Magazine of the Philadelphia suburbs) for the years 2010 through 2018, and was Editor-in-Chief of the Delaware Law Forum at Widener School of Law.
Mr. Whalen is a frequent speaker and writer on the areas of Probate, Wills, Trusts, Estates. He has spoken for the Pennsylvania Bar Institute, spoken at the Widener University Osher Lifelong Learning Institute, and spoken at the Delaware County Estate Planning Council. He has also had his legal articles published by the Pennsylvania Bar Institute, the Pennsylvania Law Weekly, the Philadelphia Business Journal, and the Martindale.Com website. He has had his law blogs published on the Lawyers.Com website.
Mr. Whalen is a member of the Pennsylvania Supreme Court and the United States Federal Court for the Eastern District of Pennsylvania.
He is past president of the Delaware County Estate Planning Council, a past Internship Instructor of Conestoga High School, and Villanova University School of Law. He is a past member of the Chester County Estate Planning Council and a past President of the Chesterbrook Picket Post Condominium Association.
There are many factors that can affect the distribution of estate assets.
In some cases, there may be a Pa Will that identifies you as a beneficiary; in other cases, there may not be a will at all.
In still other cases, there may be a dispute involving the administration of the estate. For example, a beneficiary may disagree with how the executor or personal representative is distributing assets.
Pa Estate Administration is the process of settling a decedent’s affairs. When a loved one passes away, it can be an emotional time.
In addition to grieving their passing, those that survive them must tie up all the legal and financial loose ends related to their life and estate.
This includes addressing their Pa Last Will and following its instructions.
Pa Estate law comprises many areas of law.
However, all of these areas of law focus on taking care of one’s person and property. Estate law is all of the laws that impact how a person makes decisions and issues directives about their personal affairs.
A Pa Estate is anything that makes up a person’s net worth. Very simply, an estate is what a person has in their own name alone.
Most estates, especially when there is a proper will in place, are easily settled. Yet there are times when other factors complicate the issue, creating a situation that requires more careful consideration.
For example, a family business, an estate that is in bankruptcy or an estate that holds significant amounts of real estate may become complicated quite quickly. This is where estate litigation comes into play.
A Pa Estate Planning attorney helps you create a complete plan (including Pa Last Wills, Pa Powers of Attorney, and Pa Living Wills, etc.) to protect your spouse and children if you become unable to manage your financial affairs.
Pa Estate Planning allows you to make decisions now so your wishes can be carried out if you die or become incapacitated.
When you execute a legal document called a Pa Power of Attorney, you are authorizing another individual to make certain decisions on your behalf.
The person who signs the document is called the principal and the person who is authorized to make decisions is known as the agent or attorney-in-fact.
Pa Living Wills are also referred to as an advance directive or a health care directive. It is a legal document that communicates your desire in the treatment of serious medical problems in the event that you are unable to speak for yourself.
They do not go into effect unless you are incapacitated and unable to express yourself. Having a living will can relieve your close relatives from the burden of having to make the decision about whether to remove you from life support.
Pa Trusts are legal documents that allow you to control how your assets will be allocated or managed.
You are considered the grantor and the person that manages and distributes assets in the trust is known as the trustee. Individuals who receive money or other assets are the beneficiaries.
A Pa Last Will is an important document to execute in order to avoid disputes about how your assets will be divided when you die.
The executor who administers the distribution of assets from your estate will allocate your possessions as you specified. You should periodically review your Will to make sure it is still relevant and accurate. Life changing events, such as the birth of a child or a marriage, may require amendments to the original document.
A loved one’s legacy can ease the pain of loss by reminding heirs of a departed family member’s enduring love.
But when questions arise about the validity of a will or the management of estate assets, uncertainty can arouse animosity and prevent closure.
Most estates, especially when there is a proper will in place, are easily settled.
Yet there are times when other factors complicate the issue, creating a situation that requires more careful consideration. For example, a family business, an estate that is in bankruptcy or an estate that holds significant amounts of real estate may become complicated quite quickly. This is where estate litigation comes into play.
When an individual acts in a fiduciary capacity such as a Pa Executor of a Pa Last Will or a Pa Trustee of the financial assets of another person or entity, they have the responsibility of keeping accurate financial records.
Those records should show how money was spent, invested or distributed while under the fiduciary’s care and control.
Proper accounting can bring to light the mismanagement or bad investment of funds should an issue arise with an interested party.
The Pa Guardianship process can be filled with emotions.
Realizing that a loved one is no longer capable of caring for his or her self can be difficult to accept.
For the past thirty (30) years, I have built a reputation for providing compassionate legal care for his clients, putting their needs and interests first while navigating emotionally trying circumstances.
The Pa Probate process, itself, is a very simple process. However, it is merely the beginning of the Pa Estate Administration (also known as the Pa Estate Settlement) process.
This involves settling a decedent’s affairs, and can (and does) involve many, many other steps, depending on many, many other things.
John B. Whalen, Jr., JD., LL.M., is an AV Peer Review Rated Preeminent 5.0 and Avvo Rated 10.0 Superb (obtaining over 95 client reviews and peer endorsements) premier and prestigious Attorney and Counselor at Law. He is located at 1199 Heyward Road Wayne Pa 19087. He serves all surrounding counties, on all 7 days, from 9:00 AM to 10:00 PM, and on evenings, weekends, and holidays. He provides free initial consults all seven days, provides home visits, and provides flat fee structures. He can be reached by email at email@example.com, and by telephone at 1-610-407-0220. He has amassed over 60 prestigious and premier professional awards and over 5000 client reviews and endorsements.