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Question: I have received caregiver payments from Social Security for my 23 year old since 2013 when his father retired. Now, I’m seeking custody of my disabled grandson who is 14 years [...]

Question: My father remarried after my mother died. He was in his sixties. He owned our family home and had no mortgage or liens, etc. He never put his second wife on the deed as he wanted to [...]

Question: Is there a way to create a grantor “irrevocable trust” that allows the beneficiaries to receive a step-up in basis of a home at death? If so, can this be considered a gift [...]

Question: Spouse is in nursing home on Medicaid. Well spouse is allowed to keep their home. Is the well spouse allowed to sell the home and rent in cheaper neighborhood or purchase a condo or [...]

Question: If I currently do not like my trustee and would like to hand over my road accident fund trust to another trust fiduciary company how long does it take? And will I lose access to my [...]

Question: I have a 20-year-old daughter who goes through money pretty quick. I have decided I can’t lay $1-1.5 million on her at age 21-23. ( I’m terminally ill.) How much should I [...]

Question: When my children will need to pay a Massachusetts estate tax after my death, will that deductible from their federal income taxes? I read somewhere that it is. Response: No. State [...]

Question: We had a community property agreement and wills prepared in Washington state where we resided for many years. We are now residents of Arizona which is also a community property state. [...]

Question: Our home loan is paid off. We have our home in a trust for our children to receive in the event of our death. Can we take out a home equity loan on our home? Do we have to remove from [...]