Question: If I want to leave someone money from my mutual funds, does that have to be in my will or can I just make that person a beneficiary of that fund or partial beneficiary? Will that be [...]

Question: I want to change my will. Can I go to different attorney? Do I have to notify my current attorney who wrote my current will? Response: Yes, you can go to any attorney to update your [...]

Question: We are moving our primary residence from Massachusetts to Florida. In establishing required out-of-state days, how are days we’re in neither state counted? If we leave on a [...]

Question: I’m the trustee of a rental property worth $220,000 and brings in $1,800 a month. Do I charge a fee based only on the value or also the income and what percent? Response: In your [...]

Question: My son is 21 years old and disabled with cerebral palsy since birth. He currently receives Supplemental Security Income (SSI) and has never worked. We as parents are not U.S. citizens [...]

Question: In Texas, is there a way to shelter cash from the sale of non-exempt estate assets to avoid MERP, while the recipient is in the nursing home using the Medicaid benefit? As an example, [...]

Question: My wife and I have separate trusts made in Colorado in 2014. We moved to Missouri in 2015. I don’t want to pay for new trusts, so what should I do, if anything, to make sure they [...]

Question: If a child is the owner of a life insurance policy, and the parent is the insured, is the policy excluded from a Medicaid spend down? There was no transfer of ownership; the child was [...]

Question: I live in Florida. My son was diagnosed as disabled in 2010. Since then, I have been his caretaker and have been unable to work outside of the home. I struggle to make ends meet all the [...]

Question: My mom and dad’s trust states that the only way trustees can be compensated is if all beneficiaries agree with doing so. Is that binding? Response: That’s an interesting [...]