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15 Difficult Questions About Estate & Trust Administration | Probate
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Do I need to probate the Will? What if there is no Will, or we can’t find it?
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Do I really need to file an inheritance tax return?
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Who pays the inheritance tax and debts and administrative costs?
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What is “Post-Mortem” estate planning for tax savings?
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How do you ensure that all beneficiaries are treated fairly, and their interests are protected?
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What are the tax implications of the estate or trust, and how can I minimize the tax burden on the beneficiaries?
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How will I manage any real estate or business interests held by the estate or trust?
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What should I do in managing the assets of the estate?
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How should I manage any outstanding debts or liabilities of the estate or trust?
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What is the process for distributing assets to beneficiaries, and how can I ensure that it is done in a timely and efficient manner?
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How will I deal with any disputes or disagreements among beneficiaries?
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What steps should I take to ensure that the estate or trusts’ assets are properly insured?
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How should I handle any real estate that is outside of Pennsylvania?
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What is the process for terminating the trust or winding down the estate, and how can I make sur that it is done in a timely and efficient manner?
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What is the procedure for distributing assets to minors or individuals with special needs, and how can I ensure that their interests are protected?
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