Question: My mother-in-law has been given approximately six months to a year to live and would like to pass the house to my husband, her only child, and avoid probate. Would a life estate deed [...]

Question: My father created three small trusts when he died. The one for my sister had about $165,000 in it. My father appointed his attorney, who was also “his friend,” as trustee, [...]

Question: Mom creates and funds a special needs trust for disabled child who’s under the age of 65. Mom plans to leave a 1/3 interest in the house to the trust. If child is over the age of [...]

Question: In regard to the maximum tax-free estate pass through of $2 million free of estate tax in Massachusetts at the death of the first spouse. In order for that to happen, does anything need [...]

For the most part, trusts don’t pay taxes on their income, instead passing the income through to the trust beneficiaries. But when they do pay taxes, the tax rates are often higher than [...]

Question: Who can I name to take care of my estate if my children and family are estranged from me and I don’t have any friends I would trust to handle things? What are my options here? [...]

Question: I need an honest answer about how someone like me (an “elder orphan”) should structure my estate planning documents. I am totally alone in my mid-50’s—with no one to [...]