Question: I’m the personal representative of my uncle’s estate. I’ve taken care of just about everything that needs to be done and would like to distribute the estate, but one beneficiary refuses to sign a release. What should I do? Response: It’s typical for personal representatives distributing estate assets or for trustees closing out trusts […]

Question: I read your response to the question of how to rearrange assets to give an elderly person access to Medicaid services, including possible long term care. I wonder about the ethics of the suggested strategy. I feel that someone with assets approaching $1 million should have to pay their fair share of medical and […]

Question: How do you find out if someone has a will? Response: You state your question in the present tense, asking if someone has a will rather than if they had one, meaning I presume that they are still alive. If that’s the case, then you can only find out if they’re willing to tell […]