Question: My mom passed in November 2018. I am the executor of her estate. She left an estate brokerage account that contains 2 mutual funds. The value of the funds has increased in the last 3 years from $171k (stepped-up cost basis) to $298k. This account is to be distributed between my niece (16 years […]

Question: I am a American citizen and want to leave my house/money in bank/stock and life insurance benefits to a sibling in another country.  Who would I talk to get this process started? A lawyer? I have a close friend in U.S. I don’t understand the term “Trustee” – is it more like a person/close […]

Question: I have a family trust question that I’m wondering if you might be able to shed some light.  My sister’s husband, George, currently 73, is the beneficiary of a trust that was created for him by his parents years before their death.  Both parents are deceased and George’s brother, Robert, is the Trustee. George […]