Question: Is the best way to disburse stock 50/50 (2,000 shares) to my sister and myself? We are equal beneficiaries under our mother’s will. Should we cash it out deposit the proceeds into the estate bank account or split the stock holdings between us to do with them as we each wish? Which has the […]

Question: My husband and I live in Massachusetts. He is 75, and I am 73. We are in relatively good health, no pre-existing conditions. Our liquid assets are approximately $200,000. We own two condos in Massachusetts, free and clear. We live in one, and rent the other. The question is, how can we protect our […]

Question: What is the best way to keep 33 acres of land together and have the ownership shared between 4 siblings. One sibling (myself) wishes to build a house on the land but is worried about protecting financial equity for her children and how to apply for a construction loan on property she does not […]