Question: Do you know of a good resource to give SNT trustees more information/education about safe withdrawal rates? Being a trustee of a friend’s trust is a very, very difficult job, [...]

Question: I am middle aged, single, and reside with my grandmother who is in her 90s. I help her with day-to-day things. My mother, who is disabled and receives SSDI, lives in the same house. I [...]

Question: I was curious as to whether Massachusetts was a notice, race-notice, or race jurisdiction concerning recording statutes, and I found an article that stated that Massachusetts was a [...]

Question: My friend has been collecting SSI for many years and had to claim her Social Security when she turned 62 about a year ago in 2022. During this process, her financial situation was [...]

Question: My daughter and son-in-law are buying a new house in Georgia that has an in-law home on the property. Will they be able to rent to me using my section 8 certificate? I am on Social [...]

Question: My mother left her home in a life estate for a family friend who hasn’t paid the taxes for the last three years. As a result, the property is scheduled to go foreclosure at the [...]

Question: This question is about an issue that’s rarely discussed: inheritance rights of posthumously conceived children. In my will, my definition of descendants who are eligible for inheritance [...]

Question: I am the trustee for my mother’s irrevocable trust. She passed in 2020. All the assets in the trust have been distributed to the four beneficiaries. The only asset remaining is a [...]

Question: Can a special needs trust help pay for my son’s food and rent, if SSDI is not enough? What if he receives SSI? Response: Certainly. Social Security Disability Income (SSDI) is not [...]