Question: I am US citizen and have a rental property investment near San Diego, California. The deed is under my name and my sister’s name (70:30). I want to sell the house but my sister [...]

Question: If two spouses deed their primary home, within one year of one spouse’s passing, from their living trust to the ill spouse, and the ill spouse had willed everything to a [...]

Question: I’m the beneficiary of a trust left by my husband. The investments in the trust include long- and short-term losses that could offset capital gains in other investments I hold in [...]

Question: We would like to seek your opinion on our present trust situation? We are both retired and moved to Florida in 2022. We have a trust that was drafted in California in 2016. We [...]

Question: Dad died in 2021 in Florida. He was the grantor of a revocable trust and I (daughter) was the trustee. My understanding is that upon his death, it became an irrevocable trust. When he [...]

Question: We already have an estate plan set up with a revocable trust. Roughly 50% of our liquid assets are in regular and Roth IRAs; we have been moving some funds from our regular to Roth IRAs [...]

Question: As retirement gets closer and you own your home with approximately $1 M in assets including 401(k)s, savings, and stocks, is it still advisable to obtain a living trust in the present [...]

Question: Does Medicaid estate recovery only apply to those that are recipients of Medicaid? Response: Yes, but it might not always seem that way. Medicaid estate recovery only applies to the [...]