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Minority and Disability Trusts — Pennsylvania Estate Planning & Administration Blog
http://www.pennsylvaniaestateblog.com/2013/02/minority-and-disability-trusts.html
Pennsylvania Estate Planning and Administration Blog. Published By Dessen, Moses and Rossitto. February 7, 2013. Minority and Disability Trusts. By Dessen, Moses and Rossitto. Minority and/or Disability Trusts. Are often added as a standard clause in a Will, providing that if any assets are left to a young or incapacitated person who is not receiving Supplemental Security Income. Trusts may continue for decades – so name an original trustee and several alternates. Choose people who will make se...Minorit...
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Disposition of Tangible Personal Property — Pennsylvania Estate Planning & Administration Blog
http://www.pennsylvaniaestateblog.com/2013/02/disposition-of-tangible-personal-property.html
Pennsylvania Estate Planning and Administration Blog. Published By Dessen, Moses and Rossitto. February 13, 2013. Disposition of Tangible Personal Property. By Dessen, Moses and Rossitto. In a recent post, I discussed how to dispose of special items of personal property. By giving them to a particular named person – these are called “ specific bequests. Or some other named person) to decide the distribution. Still another method is to assign values to the more expensive items, and then have the group...
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Specific Bequests in Wills — Pennsylvania Estate Planning & Administration Blog
http://www.pennsylvaniaestateblog.com/2012/10/specific-bequests-in-wills.html
Pennsylvania Estate Planning and Administration Blog. Published By Dessen, Moses and Rossitto. October 17, 2012. Specific Bequests in Wills. By Dessen, Moses and Rossitto. 8220;) however you wish. What to do with the jewelry? When I am interviewing a married couple, the initial question I ask the wife is “Who gets your jewelry – the bimbette your husband marries after your death or your daughters? Who gets a family heirloom? For the grandchild, so that a trustee doles it out carefully, considering the gr...
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Organize Your Assets to Benefit Your Heirs — Pennsylvania Estate Planning & Administration Blog
http://www.pennsylvaniaestateblog.com/2013/02/organize-your-assets-to-benefit-your-heirs.html
Pennsylvania Estate Planning and Administration Blog. Published By Dessen, Moses and Rossitto. February 1, 2013. Organize Your Assets to Benefit Your Heirs. By Dessen, Moses and Rossitto. Consolidate your bank accounts. At your death, your Personal Representative. Known as your executor. On bank accounts. This amount changes periodically so you need to review the current regulations. Check Your Beneficiary Designations. On the proceeds of the policy. Tell your Personal Representative Where you have Assets.
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Why Make a Will? — Pennsylvania Estate Planning & Administration Blog
http://www.pennsylvaniaestateblog.com/2012/10/why-make-a-will.html
Pennsylvania Estate Planning and Administration Blog. Published By Dessen, Moses and Rossitto. October 22, 2012. Why Make a Will? By Dessen, Moses and Rossitto. A lot of people I talk to in this or a reasonably similar situation ask, “Why should I make a Will? Won’t my spouse get everything when I die and then, won’t my kids get whatever is left? Do you really want…. Your children will get the rest of your estate at age 18! I don’t know how much you know about 18-year olds and their financial acuit...
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Estate Planning Archives — Pennsylvania Estate Planning & Administration Blog
http://www.pennsylvaniaestateblog.com/estate-planning
Pennsylvania Estate Planning and Administration Blog. Published By Dessen, Moses and Rossitto. February 13, 2013. Disposition of Tangible Personal Property. By Dessen, Moses and Rossitto. In a recent post, I discussed how to dispose of special items of personal property. By giving them to a particular named person – these are called “ specific bequests. By Dessen, Moses and Rossitto. February 13, 2013. April 21, 2016 3:04 pm. February 7, 2013. Minority and Disability Trusts. By Dessen, Moses and Rossitto.
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Who Becomes the Personal Representative if There is No Will — Pennsylvania Estate Planning & Administration Blog
http://www.pennsylvaniaestateblog.com/2012/09/who-becomes-the-personal-representative-if-there-is-no-will.html
Pennsylvania Estate Planning and Administration Blog. Published By Dessen, Moses and Rossitto. September 19, 2012. Who Becomes the Personal Representative if There is No Will. By Dessen, Moses and Rossitto. In our last post I discussed the type of person who would make a good executor. Sometimes, however, the Court has to appoint a person to be a decedent’s Personal Representative. Is referred to as dying “ intestate. There is not always the need to appoint a Personal Representative to probate. The major...
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Choosing the Person to Handle Your Estate: What Does the Personal Representative Do and How Do I Choose the Right One? — Pennsylvania Estate Planning & Administration Blog
http://www.pennsylvaniaestateblog.com/2012/09/choosing-the-person-to-handle-your-estate-what-does-the-personal-representative-do-and-how-do-i-choo.html
Pennsylvania Estate Planning and Administration Blog. Published By Dessen, Moses and Rossitto. September 5, 2012. Choosing the Person to Handle Your Estate: What Does the Personal Representative Do and How Do I Choose the Right One? By Dessen, Moses and Rossitto. When you meet with an attorney to draft your estate planning documents. The attorney will ask you for the names of people to serve in various roles. Among these is the role of “ Personal Representative. 8221; who is called an “ Executor. At the ...
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Can I Give Money to Charities in my Will? — Pennsylvania Estate Planning & Administration Blog
http://www.pennsylvaniaestateblog.com/2013/01/can-i-give-money-to-charities-in-my-will.html
Pennsylvania Estate Planning and Administration Blog. Published By Dessen, Moses and Rossitto. January 28, 2013. Can I Give Money to Charities in my Will? By Dessen, Moses and Rossitto. Presently located at 125 S. 9th Street, Suite 202, Philadelphia, Pennsylvania 19107.” Or if my husband and I want to give a total of $5,000 to the same charity, in each of our Wills we could write: “If my spouse predeceases me, I give and bequeath the sum of $5,000 to the…”. What Charities Should I Choose? I am one of thr...
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