Question: My mom has a life estate. She may have to go into a nursing home. I need to sell her home. I have P.O.A.  My brother and I are also on the deed and my brother has passed away.The bank [...]

Question: I’m the executor for my father’s trust and he passed away July 3 of this year. One of the things he has in his portfolio is some Allspring Global stock, and I’m wondering if I should [...]

Question: My name and my dad’s name are on the deed to our house. He is going to a nursing home and will eventually go on Medicaid. Can they take the house from me? My name has been on the [...]

Question: My siblings and I inherited an IRA from an aunt in disproportionate amounts. One sibling refuses to set up their own inherited IRA account because they are upset they did not get an [...]

Question: I have bought your book “Get Your Ducks in a Row” and have enjoyed the reading. My question: in the year of passing can a decedent and their spouse gift up to the annual exclusion limit [...]

Question: I’m having trouble figuring out if a trust is right for me. I became disabled when I was 49 in 2011 and I just turned 60. My problem is that my two best friends live in [...]

Question: I want to bequest some funds to my family members in Israel after my death. I live in California. Will there be taxes to pay from my estate if I leave money to a foreigner living in [...]

Question: I would like to put some type of wording in our will that says all assets (IRAs, Retirements, Pensions, stocks/bonds and houses be sold and distributed equally between our family and [...]

Question: I am trustee for a 65-year-old sibling. There are two remainder beneficiaries who are my adult children. My sibling has not shown the ability to handle his finances wisely, thus my [...]