Question: I just finished reading your book “The Baby Boomers Guide to Trusts,” and the information is very good. I am the trustee of a revocable living trust and would like to set up [...]

Question: This question is about an issue that seems to be rarely discussed. In my state, one of the standard powers of an agent under a durable power of attorney is to “resign any fiduciary [...]

Question: I have no immediate family nor close friends. I do have some distant cousins and a biological son who was adopted at birth. I’m having a hard time knowing how to start planning [...]

Question: I live in a house that is in joint names with my father and that carries a mortgage. My name is also on the deed but I was ruled to be permanently disabled back in 2003. Will my house [...]

Question: What are the Capital Gains Consequences if I Put My House in an Irrevocable Trust? I live in Illinois and am 66 years old and a widow. Many years ago, an estate planning lawyer [...]

Question: I created a living revocable trust and sold a house that was in the trust. The purchase price was $115,000 and we made improvements which cost $7,800, which brings the cost basis to [...]

Question: Can some or all of an infant’s SSI benefits be directly deposited into the infant’s ABLE account? Would Medicaid disregard those resources in determining eligibility in Virginia? [...]