Question: My mother-in-law is widowed. She is 80, lives alone, and has been deteriorating (poor hygiene, nutrition, etc.) She has many health problems (currently hospitalized) and appears unable to properly care for herself. We suspect she has done no estate planning but we are not sure about that. Her sons would like to find out […]

Question: MassHealth regulation 520.024 seems to me to state that any non-principal residence in a trust — even one created by will and where the trustee has no requirements regarding distribution — is countable, whereas something like $2 billion in cash would not be. Is this correct? If so, is it because the beneficiary is […]

Question: We are in our 70’s and live in Honolulu. We moved here from the US Territory of Guam. We still have assets in Guam. Do we need separate estate planning documents for Hawaii and for Guam? Response: That’s an interesting question. The Full Faith and Credit clause of the U.S. Constitution requires each state […]