Question: My mom is going to transfer the deed of her house to my name only, but she would like some kind of agreement that she can live in the house for as long as she lives—almost as a [...]
Question: Parents (now both deceased) set up an irrevocable trust for their handicapped daughter with the Trust as the only beneficiary. Only assets in estate is an inherited IRA, a TOD account [...]
Question: Do I need an attorney to prepare a Miller trust fund, or can I get the form and do it myself? Response: A Miller or “qualified income” trust is a curious artifact of our [...]
Question: Can a guardian live in a different state from the protected person? Response: Yes. I’m not aware of any state that requires that the guardian live in the same state as the [...]
Question: Regarding the File and Suspend feature of Social Security: My husband and I managed to file for this feature before it was eliminated. Now he wants to take his own Social Security full [...]
Question: My home is in a revocable trust. Can I get a home equity loan on it? Response: Most lending institutions require that property be transferred back into the name of the owner before [...]
Question: If I were to need long term care, how could I protect my $800,000 traditional IRA from Medicaid and pass it on to my heirs? Response: That is very difficult because you can’t [...]
Question: l am one of 14 heirs of my grandmother’s estate. My cousin made herself administrator, but has not done any of the duties that she is supposed to do. The attorney she hired that [...]
Question: My parents’ home (paid off/no mortgage) located in New Hampshire is in an irrevocable trust (5+ years now). I am one of the trustees. This week they signed a P & S to purchase [...]
Question: My mother has a life estate in her home through a Lady Bird deed. It is her desire that the house go to me, her only child. I am also her agent under her durable power of attorney. If [...]