Question: I am the executor of my brother’s estate. My niece and I do not agree on one issue: her student loans. I spoke with a close family friend last night. We both agree that my brother would have wanted me to pay off the student loans. My niece says she wants all the money […]

Question: My daughter is now working in Amsterdam for a European-based company. She’s wondering if she can continue to contribute to her Roth IRA or her individual IRA. Response: This is outside my area of expertise, so I consulted Rita Ryan of Wolf and Company. Here’s her response: Yes, U.S. citizens living and working abroad […]

Question: We are elderly married Massachusetts residents, and we own our home tenants by the entirety. We would like to put our home in a revocable shared living trust, so the house can pass from last the survivor to our two adult children as beneficiaries of the trust and avoid probate. (The adult children will […]