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Suburban Life Magazine March 2023

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Ardmore Pa Wills

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Ardmore Pa Wills – Intro

The best gift you can give your loved ones is to have your Pa 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, and Pa Living Trust, tends to lead to misunderstandings of estate planning.

These misunderstandings, in turn, tend to lead to mistakes in estate planning. These mistakes, again, in turn, tend to lead to unintended results after one’s death.

In an effort to eliminate such misinformation, misunderstandings, and mistakes, this article will hopefully serve as a review – in very simple terms – of the basic, core issues of estate planning and its basic documents.

Ardmore Pa Beneficiary Lawyers

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.

Ardmore Pa Estate Administration Lawyers

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.

Ardmore Pa Estate Lawyers

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.

Ardmore Pa Estate Litigation Lawyers

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.

Ardmore Pa Estate Planning Lawyers

An attorney who specializes in Pa Estate Planning can help 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.

Ardmore Pa Powers of Attorney Lawyers

When you execute a legal document called a 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.

Ardmore Pa Living Wills Lawyers

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.

Ardmore Pa Trusts Lawyers

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.

Property placed in a trust, unlike wills, is not subject to probate. You can also create a revocable trust which can be canceled or revoked at any time while you are alive. Trusts can be set up for a child’s education or to reduce estate taxes.

Ardmore Pa Last Wills Lawyers

A 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.

Ardmore Pa Probate Attorneys Guide

The Ardmore Pa Probate Attorneys Guide is the core of this website. It consists of the best, most important articles on this website. Their focus is to provide the best and most complete information on a particular topic, rather than to sell products.

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 featured on Avvo, Justia, Lawyers, LinkedIn, Martindale, Nolo, Quora, and Thumbtack. He is located at 696 Pont Reading Road, Ardmore, Pa, 19003. 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 jw60297@me.com, and by telephone at 1-610-999-2157. Mr. Whalen has achieved the AV Peer Review Rated Preeminent award 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).

How Do I Probate A Will In Ardmore Pa?

how-do-I-probate-a-will-in-ardmore-pa

How Do I Probate A Will In Ardmore Pa? – Intro

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, which involves settling a decedent’s affairs, and can (and does) involve many, many other steps, depending on many, many other things.

How Do I Probate A Will In Ardmore Pa? – Definitions

In United States law and terminology, “probate” refers to proving that a will is valid.

In many U.S. states, a person would petition the court for probate, and then add the will that is to be considered to their petition.

Once probate is approved by the court, the petitioner officially becomes the Executor and then has full legal rights to be able to deal with the deceased individual’s estate.

How Do I Probate A Will In Ardmore Pa? – Misunderstandings

Although some states do have onerous Probate procedures (where “avoiding probate” may be a prudent strategy), Pennsylvania is not one of those states, In fact, Pennsylvania is very “Probate-Friendly.”

The most common misconception that surrounds a Pa Last Will is the process called “Probate” and the seemingly universal theme that it should be avoided at all costs.

Again, and virtually to the contrary, the word “Probate” is merely based on the Latin infinitive verb that means “to prove.” Nothing more!

How Do I Probate A Will In Ardmore Pa? – Documents

You will need the following documents to probate a Pa Last Will in Wayne PA.

  1. Original Will
  2. Original Death Certificate
  3. Petition For Probate
  4. Estate Information Sheet
  5. Check for the Probate Fee

How Do I Probate A Will In Ardmore Pa? – Register of Wills

At the Register of Wills Office, the PA Executor will take an oath and be sworn in as the Executor to the estate. Furthermore, the executor will pay probate fees. These fees depend on the size of the PA Estate.

How Do I Probate A Will In Ardmore Pa? – Short Certificates

A Short Certificate is a legal document that shows the decedent’s name and date of death. It will also show the name of the Executor/Executrix who has been named to handle the affairs of the estate.

  • Letters Testamentary (if the decedent had a Pa Last Will; or
  • Letters of Administration (if the decedent did not have a Pa Last Will

Having a Short Certificate indicates that one has been appointed by the Register of Wills and has been issued.

How Do I Probate A Will In Ardmore Pa? – Register of Wills Office

The Information below is to assist you in locating the Chester County Register of Wills in order to begin the Probate Process:

  1. Montgomery County Register of Wills
  2. 2 East Airy Street
  3. Norristown, PA 19401
  4. Monday thru Friday 8:30 am to 4:15 pm.
  5. 610-278-3400

How Do I Probate A Will In Ardmore Pa? – Executor Duties

To complete the process of settling an estate, I guide individuals throughout Pennsylvania through the Probate and Estate Administration with confidence and efficiency.

  1. Getting court approval as executor/estate administrator and
  2. Posting bond (if required)
  3. Filing the Last Will with the appropriate probate court
  4. Locating beneficiaries
  5. Finding and assembling assets
  6. Transferring assets from the deceased to the estate
  7. Hiring valuation, genealogy or other experts, when appropriate
  8. Paying creditors and claimants
  9. Collecting amounts owed to the estate
  10. Paying current and delinquent taxes as well as estate taxes
  11. Distributing property to beneficiaries

Executors can easily make mistakes due to inexperience, stress and hasty decisions. This can be costly, as executors can be held personally liable for beneficiaries’ losses. I guide Pa Executors through every step of the probate process, with reliable, detailed advice, so you can settle the testator’s estate as efficiently, quickly and easily as possible.

How Do I Probate A Will In Ardmore Pa? – Conclusion

I provide reliable guidance for Pa Testators and Pa Executors. 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 formation of wills gives us keen insight into how executors should interpret various aspects of a will that may initially seem unclear. Whether you are a testator formulating an estate plan or an executor implementing a decedent’s wishes, John B. Whalen, Jr. Esq. can simplify many complex aspects of the tasks before you. I offer pertinent and personal legal advice to obtain the results you need in a timely manner with the least stress possible.

Ardmore Pa Probate Attorneys Guide

The Ardmore Pa Probate Attorneys Guide is the core of this website. It consists of the best, most important articles on this website. Their focus is to provide the best and most complete information on a particular topic, rather than to sell products.

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 jw60297@me.com, and by telephone at 1-610-999-2157. He has amassed over 60 prestigious and premier professional awards and over 5000 client reviews and endorsements. Mr. Whalen has achieved the AV Peer Review Rated Preeminent award 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).

Ardmore Pa Probate Law Lawyers

ardmore-pa-probate-attorneys-lawyers-attorneys

Ardmore Pa Probate Law Lawyers

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, which involves settling a decedent’s affairs, and can (and does) involve many, many other steps, depending on many, many other things.

Ardmore Pa Probate Law Lawyers – Definition

In United States law and terminology, “probate” refers to proving that a will is valid.

In many U.S. states, a person would petition the court for probate, and then add the will that is to be considered to their petition.

Once probate is approved by the court, the petitioner officially becomes the Executor and then has full legal rights to be able to deal with the deceased individual’s estate.

Ardmore Pa Probate Law Lawyers – Misunderstandings

Although some states do have onerous Probate procedures (where “avoiding probate” may be a prudent strategy), Pennsylvania is not one of those states, In fact, Pennsylvania is very “Probate-Friendly.”

The most common misconception that surrounds a Pa Last Will is the process called “Probate” and the seemingly universal theme that it should be avoided at all costs.

Again, and virtually to the contrary, the word “Probate” is merely based on the Latin verb that means “to prove.” Nothing more!

Wynnewood Pa Probate Attorneys

serving-wynnewood-pa-probate-attorneys-lawyers

Wynnewood Pa Probate Attorneys – Bio

John B. Whalen Jr Esq
Wynnewood Pa Probate Attorneys
50 E Wynnewood Rd #22, Wynnewood, PA 19096

Wynnewood Pa Probate Attorneys – Office

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.

Mr. Whalen is featured on AV Peer Review Rated Preeminent 5.0, Avvo Rated 10.0 Superb, Avvo, Justia, Lawyers, Martindale, Nolo, and Quora.

John is located at 118 Westdale Road, Ardmore, PA. 19082. He serves all surrounding counties, on all 7 days, from 9:00 AM to 10:00 PM, and on evenings, weekends, and holidays.

Mr. Whalen provides free initial consults all seven days, provides home visits, and provides flat fee structures. He can be reached by email at jw60297@me.com, and by telephone at 1-610-999-2157.

John has amassed over 60 prestigious and premier professional awards and over 5000 client reviews and endorsements. Mr. Whalen has achieved the AV Peer Review Rated Preeminent award 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).

Wynnewood Pa Probate Attorneys – Hours

Wynnewood Pa Probate Attorneys – Video

Ardmore Pa Beneficiary Lawyers

There are many factors that can affect the distribution of estate assets.

Sometimes there may be a Pa Will.

However, in other cases, there may not be a Pa Will at all.

Sometimes there may be a dispute involving the administration of the estate.

For example, a beneficiary may disagree with how the Pa Executor is distributing assets.

Ardmore Pa Estate Administration Lawyers

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, the survivors must tie up all the legal and financial loose ends.

This includes addressing their Pa Last Will and following its instructions.

Ardmore Pa Estate Lawyers

In this paragraph, I want to explain that Pa Estate law has many areas of law.

However, all of these areas of law focus on taking care of one’s person and property.

Pa Estate Law involves all of the things that impact how a person makes decisions about their affairs.

Simply stated, an estate is what a person has in their own name alone when they die.

Ardmore Pa Estate Litigation Lawyers

Generally, most PA Estates are easily settled.

Yet there are times when other factors complicate the issue, which would require more careful consideration.

For example, a family business that holds significant amounts of real estate may become complicated quite quickly.

Thus, estate litigation may come into play.

Ardmore Pa Estate Planning Lawyers

A Pa Estate Planning attorney can help you create a complete Pa Estate plan.

A Pa Estate plan may include one of many documents. These a Pa Last Will, a Pa Power of Attorney, and a Pa “Living Will.”

Taken together, these documents comprise your Pa Estate plan.

It will protect your spouse and children if you become unable to manage your affairs.

Ardmore Pa Powers of Attorney Lawyers

A Pa Power of Attorney authorizes another individual to make certain decisions on your behalf.

The Pa Principal signs the document – the Pa Agent accepts the document.

Ardmore Pa Living Wills Lawyers

“Pa Living Wills” (Pa Advance Directive for Health Care) grants your Pa Surrogate the ability to enforce your end-of-life decisions.

Therefore, should you become unable to speak for yourself, your “Pa Living Will” will explain your desires with you medical treatment.

Ardmore Pa Trusts Lawyers

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.

You can also create a revocable trust. This would allow you to cancel or revoke it at any time.

Trusts can be set up for a child’s education or to reduce Federal Estate taxes.

Ardmore Pa Last Wills Lawyers

A Pennsylvania Last Will is a very important document. It dictates how your assets will be divided when you die.

The Pa Executor administers assets from your estate. He or she will allocate your possessions as you specified.

You should periodically review your Pa 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.

Ardmore Pa Estate Litigation Lawyers

Most estates, especially when there is a proper Pa Will, are easily settled.

Yet there are times when other factors complicate the issue. This then creates a situation that requires more careful consideration.

As examples, a family business, an estate that is in bankruptcy or an estate that holds significant amounts of real estate may cause a Pa Estate to complicate quickly.

Ardmore Pa Estate Taxation Lawyers

A Pa Executor of a Pa Last Will or a Pa Trustee of a Pa Trust has a fiduciary duty.

The financial assets of another person or entity, they have the responsibility of keeping accurate financial records.

The records should show how your money was handled while the fiduciary was in care control.

Therefore, a proper accounting can bring to light the wrongs should an issue arise with an interested party.

Ardmore Pa Guardianships Lawyers

Human emotions run through the Pa Guardianship process.

Thus, realizing that someone is now incapable of caring for themselves can be difficult to accept.

Ardmore Pa Probate Law Lawyers

The Pa Probate process, itself, is a very simple process.

However, it is merely the beginning of the Pa Estate Administration process.

It consists of settling all of a decedent’s affairs.

Therefore, it can (and does) involve many other things to do.

Ardmore Pa Probate Attorneys Guide

The Doylestown Pa Probate Attorneys Guide is the core of this website.

It consists of the best, most important articles on this website.

Their focus is to provide the best and most complete information on a particular topic.

Therefore, the Guide is not intended to sell products.

Wynnewood Pa Probate Attorneys

serving-gladwyne-pa-probate-attorneys-lawyers

Wynnewood Pa Probate Attorneys – Bio

John B. Whalen Jr Esq
Wynnewood Pa Probate Attorneys
326 Conshohocken State Road, Gladwyne, PA 19035

Wynnewood Pa Probate Attorneys – Office

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 jw60297@me.com, and by telephone at 1-610-999-2157. He has amassed over 60 prestigious and premier professional awards and over 5000 client reviews and endorsements.

Wynnewood Pa Probate Attorneys – Hours

Wynnewood Pa Probate Attorneys – Video

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.

Practice Areas

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.

Client Testimonials

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

Professional Accolades

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.

Curriculum Vitae

Mr. Whalen is a frequent speaker and writer on the areas of Probate, Wills, Trusts, Estates.

I have 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.

Pa Beneficiary Lawyers

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 Lawyers

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 Lawyers

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.

Pa Estate Litigation

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.

Pa Estate Planning

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.

Pa Powers of Attorney

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

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

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.

Pa Last Wills

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.

Pa Last Will Contests

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.

Pa Estate Litigation

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.

Pa Estate Taxation

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.

Pa Guardianships

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.

Pa Probate Law

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.

Ardmore Pa Probate Attorneys Guide

The Ardmore Pa Probate Attorneys Guide is the core of this website. It consists of the best, most important articles on this website. Their focus is to provide the best and most complete information on a particular topic, rather than to sell products.

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.

Mr. Whalen is featured on AV Peer Review Rated Preeminent 5.0, Avvo Rated 10.0 Superb, Avvo, Justia, Lawyers, Martindale, Nolo, Quora, and Thumbtack.

John is located at 696 Pont Reading Road Ardmore Pa 19003. He serves all surrounding counties, on all 7 days, from 9:00 AM to 10:00 PM, and on evenings, weekends, and holidays.
Mr. Whalen provides free initial consults all seven days, provides home visits, and provides flat fee structures. He can be reached by email at jw60297@me.com, and by telephone at 1-484-417-6244.

John has amassed over 60 prestigious and premier professional awards and over 5000 client reviews and endorsements. Mr. Whalen has achieved the AV Peer Review Rated Preeminent award 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).

Villanova Pa Probate Attorneys

serving-gladwyne-pa-probate-attorneys-lawyers

Villanova Pa Probate Attorneys – Bio

John B. Whalen Jr Esq
Villanova Pa Probate Attorneys
326 Conshohocken State Road, Gladwyne, PA 19035

Villanova Pa Probate Attorneys – Office

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 jw60297@me.com, and by telephone at 1-610-999-2157. He has amassed over 60 prestigious and premier professional awards and over 5000 client reviews and endorsements.

Villanova Pa Probate Attorneys – Hours

Villanova Pa Probate Attorneys – Video

Ardmore Pa Beneficiary Lawyers

There are many factors that can affect the distribution of estate assets.

Sometimes there may be a Pa Will.

However, in other cases, there may not be a Pa Will at all.

Sometimes there may be a dispute involving the administration of the estate.

For example, a beneficiary may disagree with how the Pa Executor is distributing assets.

Ardmore Pa Estate Administration Lawyers

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, the survivors must tie up all the legal and financial loose ends.

This includes addressing their Pa Last Will and following its instructions.

Ardmore Pa Estate Lawyers

In this paragraph, I want to explain that Pa Estate law has many areas of law.

However, all of these areas of law focus on taking care of one’s person and property.

Pa Estate Law involves all of the things that impact how a person makes decisions about their affairs.

Simply stated, an estate is what a person has in their own name alone when they die.

Ardmore Pa Estate Litigation Lawyers

Generally, most PA Estates are easily settled.

Yet there are times when other factors complicate the issue, which would require more careful consideration.

For example, a family business that holds significant amounts of real estate may become complicated quite quickly.

Thus, estate litigation may come into play.

Ardmore Pa Estate Planning Lawyers

A Pa Estate Planning attorney can help you create a complete Pa Estate plan.

A Pa Estate plan may include one of many documents. These a Pa Last Will, a Pa Power of Attorney, and a Pa “Living Will.”

Taken together, these documents comprise your Pa Estate plan.

It will protect your spouse and children if you become unable to manage your affairs.

Ardmore Pa Powers of Attorney Lawyers

A Pa Power of Attorney authorizes another individual to make certain decisions on your behalf.

The Pa Principal signs the document – the Pa Agent accepts the document.

Ardmore Pa Living Wills Lawyers

“Pa Living Wills” (Pa Advance Directive for Health Care) grants your Pa Surrogate the ability to enforce your end-of-life decisions.

Therefore, should you become unable to speak for yourself, your “Pa Living Will” will explain your desires with you medical treatment.

Ardmore Pa Trusts Lawyers

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.

You can also create a revocable trust. This would allow you to cancel or revoke it at any time.

Trusts can be set up for a child’s education or to reduce Federal Estate taxes.

Ardmore Pa Last Wills Lawyers

A Pennsylvania Last Will is a very important document. It dictates how your assets will be divided when you die.

The Pa Executor administers assets from your estate. He or she will allocate your possessions as you specified.

You should periodically review your Pa 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.

Ardmore Pa Estate Litigation Lawyers

Most estates, especially when there is a proper Pa Will, are easily settled.

Yet there are times when other factors complicate the issue. This then creates a situation that requires more careful consideration.

As examples, a family business, an estate that is in bankruptcy or an estate that holds significant amounts of real estate may cause a Pa Estate to complicate quickly.

Ardmore Pa Estate Taxation Lawyers

A Pa Executor of a Pa Last Will or a Pa Trustee of a Pa Trust has a fiduciary duty.

The financial assets of another person or entity, they have the responsibility of keeping accurate financial records.

The records should show how your money was handled while the fiduciary was in care control.

Therefore, a proper accounting can bring to light the wrongs should an issue arise with an interested party.

Ardmore Pa Guardianships Lawyers

Human emotions run through the Pa Guardianship process.

Thus, realizing that someone is now incapable of caring for themselves can be difficult to accept.

Ardmore Pa Probate Law Lawyers

The Pa Probate process, itself, is a very simple process.

However, it is merely the beginning of the Pa Estate Administration process.

It consists of settling all of a decedent’s affairs.

Therefore, it can (and does) involve many other things to do.

Ardmore Pa Probate Attorneys Guide

The Doylestown Pa Probate Attorneys Guide is the core of this website.

It consists of the best, most important articles on this website.

Their focus is to provide the best and most complete information on a particular topic.

Therefore, the Guide is not intended to sell products.

Ardmore Pa Probate Attorneys Guide

The Ardmore Pa Probate Attorneys Guide is the core of this website. It consists of the best, most important articles on this website. Their focus is to provide the best and most complete information on a particular topic, rather than to sell products.