Question: I inherited a home with my sister which has a value of about $540,000 and no mortgage. She wants to live in the house. What would be the normal agreement of who pays what bills? Is [...]

Question: My mother has decided to gift me some money now instead of waiting for her passing when there may not be anything to inherit. My brother sought professional counseling and was assured I [...]

Question: I am 72 years old and in fair to poor health. My wife is 70 and in good health. We have two children—42 and 40. We own our home mortgage-free and have several thousand dollars in mutual [...]

Question: What is the procedure for a trustee who has successor rights to take over as trustee? Response: Typically, the named successor trustee to a trust does not take over until the existing [...]

Question: Are beneficiaries of a trust governed by Indiana law, but administered by an entity in Ohio, permitted to get written information from that institution with specific regard to [...]

Question: My brother and I are about ready to get my mother to make out her will and a revocable trust. How do you make sure that the will is not contestable? Is there a way to do that and what [...]

Question: My mom died and her house became mine through a transfer on death deed, which she had executed to avoid probate. Well, after she passed, I received a letter stating there was a Medicaid [...]

Question: I’d appreciate your opinion on whether my two daughters should have wills, and if so, whether they should create them using software such as LegalZoom or Quicken WillMaker versus having [...]

Question: My parents have had a life estate for 12 years. The deed is in their adult children’s names. Both parents are in a nursing home where their Social Security and pension pay for [...]

Question: My sister-in-law, age 79, just lost her 90-year-old husband. They held everything jointly, so there’s no problem now. But they didn’t have children and she is considering [...]