Question: The love of my life died from Covid in mid-January. We were together for 15 years but for religious reasons we never “married.” He was just 38 years old. We were always both on the lease, had shared bank accounts, shared registration of cars and I was the beneficiary on his Fidelity account. However, […]

Question: I have just read all your posts regarding irrevocable trusts. They were very significantly informative! Thank you. I am one of two co-trustees of an irrevocable trust (in Massachusetts.) The trust was set up by my sister (November 2021) to avoid probate and establish a “life estate” for her principal residence. Both trustees and […]

Question: My parents are thinking of putting their primary and only residence into my name so they would qualify for reduced rates in a residential facility if need be. The home is worth about $500K and they have about that much in an investment account, which they live off of. They are both healthy at […]