Question: Can a special needs trust for a minor child pay the parents’ mortgage or rent? What about buying a house that the whole family lives in? Response: This is a common question where [...]

Question: I read your article on 724 Items, Not Counting Linens and Jewelry and found it very interesting. I have two questions: 1) Why were the jewelry, silverware, and gold coins left out of [...]

This article describes the types of accounts trustees must maintain. But the next question is, who’s entitled to receive copies of accounts prepared by the trustee? The Uniform Trust Code [...]

Question: My mom has a vehicle loan that’s to be paid off upon her death. She left that vehicle to me in her will. My aunt won’t let me have it. She said it’s not part of the [...]

Question: My minor child has inherited two properties along a with 15% inheritance tax that I can’t afford. I am the executor of the estate that she is inheriting. I don’t really want [...]

Question: I’ve been badgering my Dad (age 62, single, with health conditions), to sign durable power of attorney and health care proxy documents for many years now. I think he finally [...]

Question: I have investments with Edward Jones on which the beneficiaries have already been named. Do these have to be listed in my will or trust? Response: No, your beneficiary designations [...]

Question: I would like to know what specific program of Medicaid would pay a caregiver to provide care to spouse or parents in their home and how do you qualify for this program? Response: This [...]

Question: I am listed as my son’s guardian. He will be 20 this year. He has Medicaid coverage and also is on my employer insurance. My wife handles most of his care, including his hygiene. [...]

Question: I’m taking a long-term care insurance course. In it there is a discussion of Medicaid asset limits and a list of non-countable assets. It’s reporting that cash value life [...]