Question: Can you advise on how to dissolve a realty trust upon sale of the only realty property in the trust? My sister and I would like to have the buyer of the property issue checks to both of [...]

Question: Can a guardian or conservator live in a different state from the protected person? What about an agent under a durable power of attorney or health care proxy or the trustee of a special [...]

Question: If my sister and I inherited half of our dad’s house after he passed and then his wife went down to the courthouse and filed a life estate, is this legally binding? We had no [...]

Question: I’m planning to give my daughter the money she needs for the down payment on her new house. What I would like to know is the formality of giving the gift of $100,000. Do I just [...]

Question: My parents had a gift tax appraisal for a farm in 2013. It was done by the brother-in-law of one of the donees. I read that the appraiser should not be the donor or the donee of the [...]

Question: If I include in my revocable trust a general power of appointment giving my wife the power to decide the beneficiaries of all assets in the trust and she dies before me, does such power [...]

Question: Does it affect my Social Security if I keep working after beginning to take retirement benefits? Response: The following response is provided by Nora Yousif, a financial advisor with [...]