Question: My wife and I have had legal custody of our almost 11-year-old granddaughter, Jaylee, for about 10 years. Jaylee has severe medical problems. I turned 66 years old in April and filed [...]

Question: My parents gave me a life estate on the property in which my house sits. My father has passed away but my mother is still living. I have my house paid for now. Should I have the life [...]

Question: My 31-year-old disabled son lives with my husband and me in Florida. He (son) receives SSI. If Dad retires at 62, when I will be 56, will I be eligible for a spousal benefit for taking [...]

Question: A gift of an existing life insurance policy within 3 years of death is included in the gross estate and taxable at the federal level. It is also included in the Massachusetts gross [...]

Question: If a spouse passes away and has an ABC trust structure (marital trust, bypass trust, QTIP trust) and each of these trusts are funded for the benefit of the surviving spouse, are any of [...]

Question: The trustee for my uncle’s trust is a relative by marriage. My siblings and I are beneficiaries of my uncle’s trust. Our uncle told us for years that his trustee was [...]

Question: I live in Ohio. I am the maternal grandmother and guardian of my 13-year-old grandson, who has been 100% handicapped for the past 6 1/2 yrs due to a car wreck. He’s basically a [...]

Question: I have an elderly father with late-stage Alzheimer’s disease. My sister has power of attorney for him. I asked her 2+ years ago for information on his assets and investments [...]

Question: I am on Social Security Disability, Medicare, and Medicaid. I want to sell my house in Tennessee and move back home to Michigan. I also have an Irrevocable Supplemental Security Trust. [...]