Question: Is a life estate vested and effective if it’s created in a will which also requires the sale of the property (presumably terminating the life estate) and division of proceeds [...]

Question: My wife and I are US citizens and are planning in case we both died at the same time. We have non-US citizen family living abroad that we want to designate as beneficiaries on our [...]

Question: I am a non-US citizen married to a US citizen who recently died. What is the procedure for me to inherit my late husband’s IRA? I am the executor of his will, which leaves his [...]

Question: I am power of attorney for my dad who recently passed away. I received a letter from our state Medicaid agency stating dad owes $194,000. I have been paying his house taxes and flood [...]

Question: I’m hoping you can explain a bit about QTIP trusts. My father passed away and his trust divides his assets between a credit shelter trust and a marital trust (mother is still [...]

Question: I am attempting to help a friend add an addendum to his will for the purpose of naming a person to dispose of his personal household contents. He has a trustee named for his trust but [...]

Question: My wife will need to move to a nursing home memory care facility within 6 months. We own our home in Massachusetts and I understand as the community spouse I can stay in the home. (It [...]

Question: If my mother transfers real estate into 3 separate nominee trusts and her irrevocable trust is the 100% beneficiary of each, does the transfer result in a capital gains tax and a [...]

Question: My husband and I are both in our mid sixties and his son suggested that we build a house on his property and offered to give my husband a life estate in the property. If my husband dies [...]