Question: I’m currently 69 years old; my wife is 45 and we have a 10-year-old daughter. I have applied for my Social Security but have suspended it, waiting until I’m 70 to start [...]

Question: My mother, who is 93, is in long term dementia care. She has a reverse mortgage, but due to her never receiving monthly payments, she qualified for Medicaid. It is now time to sell the [...]

Queston: Many of the suggestions you give to protect seniors from fraud involve children—children as co-trustees of revocable trusts, as joint account holders, etc. What do you recommend for [...]

Question: My wife and I drafted our wills with an attorney when our two children were young. We would like to make some minor tweaks to the will—for instance, adding a new charity beneficiary and [...]

Question: My wife passed away. In simple terms, how does one figure or include items to determine the Massachusetts estate tax? I believe there is a $1 million exemption. Response: I’m [...]

Question: The wealthy sister of a resident in one of our group homes set up a trust for her. However, the resident was diagnosed with metastatic cancer and is expected to die, leaving a large [...]

Question: If you are a Massachusetts resident and have $3 million, give away $2.5 million and die four years later, so that your taxable estate is $500,000, do you avoid the Massachusetts estate [...]

Question: My adult son moved from California to Edmonton, Canada. He is not married to the girl he has been living with for almost five years and with whom he has children. What rights do I have [...]

Question: I am a remainder beneficiary of an irrevocable trust that was set up for my younger brother with cerebral palsy. The trustee is not keeping my best interests in mind at all. He is [...]

Question: I have been a Florida resident for four years. My primary residence is in Florida, and I am out of Massachusetts for more than seven months a year. I still own three houses in [...]