Question: My brother’s inheritance is in trust. It includes a 50% interest in my parent’s home that he lives in and a stock/bond portfolio from which he gets monthly distributions. [...]

Question: The online trust services I have contacted (LegalZoom, Trust & Will) include standard recitations that the overseas grantor lives in a US state with no option not to select one. I [...]

Question: Can an overseas U.S. citizen set up a revocable grantor living trust for their U.S. financial assets without a U.S. state of residency specified? Response: Yes, that should be fine. But [...]

Question: I was put in touch with a friend of a friend whose mother is unfortunately in the final days or weeks of a terminal cancer. Her attorney advised her not to pay her mother’s [...]

Question: I was put in touch with a friend of a friend whose mother is, unfortunately, in the final days or weeks of a terminal cancer. Her mother is renting a condo in Massachusetts. What [...]

Question: I am trying to set up the chart of accounts for our family’s (my wife’s & mine) accounting. How do I categorize our (my wife’s & mine) revocable trust? Do I [...]