Wiener and Wiener LLP
With Offices In Allentown And West Palm Beach, We Serve Throughout Eastern Pennsylvania And Florida
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Lehigh County Estate Administration Blog

Understand the roles of an estate executor

A person who is named an estate executor has a considerable amount of work to do. This job isn't always easy, but it is usually considered a great honor. Understanding the role of the executor can help people creating an estate plan to name one and it can help people who are given this responsibility an idea of what is to come.

Here are some points to know about the duties of an estate executor:

Federal Estate Tax Portability Election

Time is running out for the extension to make portability election by surviving spouses of individuals who died after 2010. So far the IRS has been extremely lenient in allowing taxpayers relief for failing to timely make the required election to save any unused exclusion. For couples with assets of $11 million dollars the election could save their heirs over $2 million dollars.

Challenging the will is something that can occur during probate

There are many things that you will have to deal with when your loved one dies. If he or she has an estate plan, you might have to deal with the probate process. This process is one that can be quick and easy, but there are times when it is long and drawn-out.

One thing that can have an impact on how the probate process plays out is whether there are any issues with the will. This is something that you might not be able to determine until the time to handle it comes. Here are some points to know about the will during the probate process:

What happens to bills when a loved one dies?

Many people dread the death of a loved one because that means their loved one isn't around any longer. For some people, the death of a loved one brings up a new horror -- debt collectors.

Some people think that the loved ones who are left behind will have to cover the debts of the person who passed away. This isn't the case. In most cases, the debts of a person who dies will go unpaid unless the person's estate can pay those bills.

Your will isn't a one-and-done event

Creating a will isn't something that most people consider a fun activity. In fact, many people avoid working on an estate plan because they don't want to think about the inevitable happening. When you do get around to making a will, it is tempting to get everything taken care of and then put it all away and forget about it. This isn't a good thing to do. You must revisit you will periodically.

3 things to know about probate after a loved one's death

The death of a loved one is likely going to bring a sense of despair along with it. Once the initial shock begins to abate, you will likely realize that you now have to deal with your loved one's estate. There are three important things that anyone who is dealing with probate court after the death of an immediate family member must know. This information gives you the basic gist of how things will move forward. Of course, there are some cases that are unique, so be sure that you get specific questions answered before you proceed.


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