Question: My mom passed in November 2018. I am the executor of her estate. She left an estate brokerage account that contains 2 mutual funds. The value of the funds has increased in the last 3 [...]

Question: I am a American citizen and want to leave my house/money in bank/stock and life insurance benefits to a sibling in another country.  Who would I talk to get this process started? A [...]

Question: I have a family trust question that I’m wondering if you might be able to shed some light.  My sister’s husband, George, currently 73, is the beneficiary of a trust that was [...]

Question: If I have an irrevocable trust and my trustee gets sued can my creditors attach my trust? Response: Probably not, but it depends on the trust and what you mean by “have.” If [...]

Question: I am a trustee of three trusts each holding $8 million dollars. The investment manager who disburses the fees does not send 1099’s. What is a reasonable monthly fee and are these [...]

Question: With respect to your recommendation that executors of estates or trustees of trusts sell stock holdings after the death of owner of the assets, what’s your recommendation for [...]

Question: My son is incarcerated. He sent me a Durable Power of Attorney from the Texas prison system to take care of his affairs. He does not have a bank account. He has an IRS check and a [...]

Question: I am creating irrevocable trusts for my children and grandchildren about which I have several questions: To exclude assets from my taxable estate can I be the trustee during my [...]