• John B Whalen Jr Esq •

Author: John B. Whalen, Jr., Esq. (Page 1 of 69)

2022 Avvo Superb

wayne-pa-probate-lawyers-2022-avvo-superb

Philadelphia Pa 2022 Avvo Superb – Video

Philadelphia 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.

Philadelphia 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.

Philadelphia 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.

Philadelphia 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.

Philadelphia 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.

Philadelphia 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.

Philadelphia 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.

Philadelphia 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.

Philadelphia 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.

Philadelphia Pa Last Wills Contests Lawyers

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.

Philadelphia 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.

Philadelphia Pa Estate Taxation Lawyers

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.

Philadelphia Pa Guardianships Lawyers

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 twenty-five (25) years, Attorney Whalen has built a reputation for providing compassionate legal care for his clients, putting their needs and interests first while navigating emotionally trying circumstances.

Philadelphia 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.

Philadelphia Pa Probate Attorneys Guide

The Philadelphia 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.

2022 Martindale AV Judicial

2022-Martindale-AV-Judicial

2022 Martindale AV Judicial – Intro

The Judges have Spoken- Special Edition Judicial Award. John B. Whalen, Jr., Esq. was given the rating from the judiciary, which means that he was deemed to have very high professional ethics and legal ability. Only lawyers with the highest ethical standards and professional ability receive a Martindale-Hubbell Peer Review Rating.

2022 Martindale AV Judicial – Peer Review Ratings

The Martindale-Hubbell Peer Review Ratings evaluates lawyers based on the anonymous opinions of members of the Bar and the Judiciary, including both those who are rated and those who are not. The first review to establish a lawyer’s rating usually occurs three years after his/her first admission to the Bar.

In this highly competitive environment for legal services, the Martindale-Hubbell Peer Review Rating is often one of the only means to differentiate lawyers who are otherwise very comparable in their credentials. This is important on a variety of levels – from the in-house counsel trying to determine which one of his outside law firms should be assigned a new matter to the private practice attorney seeking to refer a case to another lawyer with the appropriate expertise in a specific area of practice.

2022 Martindale AV Judicial – Martindale-Hubbell Peer Review Ratings Surveys

Martindale-Hubbell conducts secure online Peer Review Ratings surveys of lawyers across multiple jurisdictions and geographic locations, in similar areas of practice as the lawyer being rated. Reviewers are instructed to assess their colleagues’ general ethical standards and legal ability in a specific area of practice.

We’re very proud of this recognition from our peers. Please let me know if you have any questions about the services we provide to our clients.

2022 Martindale AV Judicial – Martindale-Hubbel Video

The Special Edition Judicial Award of the Martindale-Hubbell® AV Preeminent™ is especially noteworthy because it is based on the confidential opinions and recommendation of members of the judiciary familiar with Mr. Cohen. The Judicial Edition award indicates perfect ratings from the judiciary on the attorney’s legal ability and ethical standards. 

2022 Martindale AV Judicial – John B Whalen Jr Esq Video

For over 130 years, the Martindale-Hubbell® AV Preeminent™ Rating has distinguished the country’s elite attorneys. The Peer Review Ratings™ are an objective indicator of a lawyer’s high ethical standards and professional ability, generated from evaluations of lawyers by other members of the bar and the judiciary in the U.S. and Canada.

The rating is only awarded to approximately 10% of all attorneys across the United States, and is the highest rating offered by the Martindale-Hubbell Law Directory.

Searching

wayne-pa-probate-lawyers-on-searching-david-bowie

Searching for music is like searching for God …

they’re very similar

Searching – David Bowie

David Bowie (David Robert Jones)
Born January 8, 1947 – Died January 10, 2016
English singer, Songwriter, Actor

Searching – David Bowie – Knighthood

In 1999, David Bowie was made a Commander of the Ordre des Arts et des Lettres by the French government. He received an honorary doctorate from Berklee College of Music the same year.

wayne-pa-probate-lawyers-on-searching-david-bowie-2

However, David declined the royal honour of Commander of the Order of the British Empire (CBE) in 2000, and turned down a knighthood in 2003, stating later [that] “I would never have any intention of accepting anything like that.

I seriously don’t know what it’s for.

It’s not what I spent my life working for.”

“Searching” – David Bowie – Video

and it really only boils down to a few songs – based around

lonliness (to a certain extent),

coupled with isolation,

some kind of spiritual search,

and looking for a way into communicating with other people

and that’s about it

that’s about all I’ve ever written about in 40 years

John B. Whalen, Jr., JD., LL.M., is an AV Peer Review Rated Preeminent 5.0 and Avvo Rated 10.0 Superb. He has obtained over 95 client reviews and peer endorsements premier and prestigious Attorney and Counselor at Law.

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. His office is open on all 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 1-999-2157.

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. He has received the AV Peer Judicial Preeminent award. He has received the Avvo Rated Superb 10.00 award, and the Avvo Rated Top Lawyer award. He has also received 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). He is the recipient of the American Jurisprudence Award in Wills, Trusts, and Estates (from the Widener University School of Law).

He is also the recipient of the ABA-BNA Law Award for Academic Excellence (from the Widener University School of Law).

You Have To Be Responsible

wayne-pa-probate-wills-attorneys-you-have-to-be-responsible-1

You Have To Be Responsible – Craig Ferguson – Bio

Craig Ferguson
Born May 17, 1962
Scottish-born American television host, stand-up comedian, writer, actor, director, author, producer and voice artist.

You Have To Be Responsible – Alcoholism

Ferguson is a recovering alcoholic, and has been sober since 18 February 1992.

Ferguson said he had considered committing suicide on Christmas Day 1991, but when offered a glass of sherry by a friend for celebrating the holiday, he was distracted from jumping off Tower Bridge in London as he had planned.

wayne-pa-probate-wills-attorneys-you-have-to-be-responsible-2

You Have To Be Responsible – Britney Spears

A Craig Ferguson monologue from over a decade ago is getting renewed attention after this weekend’s Hulupremiere of The New York Times Presents documentary Framing Britney Spears.

now I have been sober for 15 years

there is absolutely no way I have a drinking problem

I don’t have a drinking problem

I can get one fast

but I don’t have a drinking problem

I have a thinking problem

I’m 15 years sober

last week, right, I find out that Guinness has 125 calories a pint

and without a word of a lie

I am thinking maybe I should go on a diet

that’s clearly insane

what Guinness did to me

and I’m thinking – what – it’s only 125 calories?

what could possibly go wrong? …

wayne-pa-probate-lawyers-you-have-to-be-responsible-3

The Late Late Show monologue, which originally aired on Feb. 19, 2007, shows the host taking a stand that not many, if any, late night figures has been brave enough to take by refusing to make jokes at the expense of Britney Spears.

This woman has two kids

She’s 25 years old

She’s a baby herself

She’s a baby

Philadelphia Pa Inheritance Taxation Lawyers

wayne-pa-inheritance-tax-lawyers

Philadelphia Pa Inheritance Taxation Lawyers – Intro

The Philadelphia PA Inheritance tax is imposed as a percentage of the value of a decedent’s estate transferred to beneficiaries by will, heirs by intestacy and transferees by operation of law.

The tax rate varies depending on the relationship of the heir to the decedent.

The Pennsylvania inheritance tax taxes assets owned by the decedent at the time of his or her death. Unlike the federal estate tax, there is no minimum dollar amount for the estate to be taxed; all estates of any value are subject to taxation. The inheritance tax return is due within nine months of the death of the decedent.

Philadelphia Pa Inheritance Taxation Lawyers – Rates

The rates for Pennsylvania inheritance tax are as follows:

  • 00.00 percent on transfers to a surviving spouse or to a parent from a child aged 21 or younger;
  • 04.50 percent on transfers to direct descendants and lineal heirs;
  • 12.00 percent on transfers to siblings; and
  • 15.00 percent on transfers to other heirs, except charitable organizations, exempt institutions and government entities exempt from tax.

Philadelphia Pa Inheritance Taxation Lawyers – Due

Inheritance tax payments are due upon the death of the decedent and become delinquent nine months after the individual’s death. If it is paid within three (3) months of the decedent’s death, a 5 percent discount is granted to the Estate.

In Pennsylvania, the inheritance tax must be paid within nine months of the time of the decedent’s death. If it is not paid within that period of time, the Pennsylvania Department of Revenue may assess penalties and interest.

Philadelphia Pa Inheritance Taxation Lawyers – Help

Frequently, in our practice, we are confronted with many misconceptions concerning Pennsylvania inheritance tax. The Pennsylvania inheritance tax is a tax on property at the time of someone’s death and is imposed upon the transfer of that property. One common misconception is that spouses have to pay inheritance tax on property that they obtain from their deceased mate. Although that was the case in the past, it is not longer, having been abolished in 1994.

From the value of these resources, we are permitted to deduct certain expenses to arrive at a net valuation for the estate. These expenses include:

  • the cost of the funeral,
  • the debts of the decedent (including mortgage loans, credit cards, home equity loans, etc.),
  • the expenses of the last illness,
  • all fees that are paid to the Register of Wills Office; and
  • the legal fees for processing the estate, and miscellaneous expenses and fees.

Once the net value has been calculated, the Pennsylvania inheritance tax is applied as follows:

  • 04.50 % of that net value to children,
  • 12.00 % passing siblings, and
  • 15.00 % to other individuals would be taxed in Pennsylvania at a rate of 15%.

Many people do not realize that there are certain types of assets that are exempt from the Pa Inheritance Tax.

  • As an example, life insurance proceeds which are paid directly to a beneficiary or are paid to the estate of the decedent are exempt.
  • an IRA account held in the decedent’s name, if the decedent had not reached the age of 59 ½, is also exempt.

Sometimes, jointly held property is ignored for tax purposes at the time of death. For example, where a decedent owns a bank account which is titled in the decedent’s name and, let us say, two of his children’s names, the decedent’s one-third interest would be taxed at a rate of 4.5%.

However, if that account was established using only the decedent’s funds, and the decedent dies within one year, then the whole value of the account is taxed, not just a portion of it.

If payment is made within 90 days of the date of death, the department discounts the amount by 5%.

John B. Whalen, Jr., JD., LL.M., is an AV Peer Review Rated Preeminent 5.0 and Avvo Rated 10.0 Superb. He has obtained 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 5.0Avvo Rated 10.0 SuperbAvvoJustiaLawyersMartindaleNoloQuora, 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. His office is open on all 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 1-999-2157.

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. He has received the AV Peer Judicial Preeminent award. He has received the Avvo Rated Superb 10.00 award, and the Avvo Rated Top Lawyer award. He has also received 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). He is the recipient of the American Jurisprudence Award in Wills, Trusts, and Estates (from the Widener University School of Law).

He is also the recipient of the ABA-BNA Law Award for Academic Excellence (from the Widener University School of Law).

« Older posts