Question: In Florida, a property was owned by Robert, Maria and Nancy (tenants in common, all siblings). Maria passed away in 2016 leaving her share to her heirs (her children since she was a [...]

Traditionally, estates have been passed down by per stirpes descent. More recently, many estate planners have been replacing this system with the per capita by each generation system approach. [...]

Question: I have a house in Texase that I bought in 2001 and paid off in 2009 when I was not married. I got married in 2014 and my husband moved with me. In October 2023, his mother died. My [...]

Question: My sister is the sole beneficiary of a small irrevocable third-party supplemental benefit trust which on her death provides for distribution of accumulated principal and undistributed [...]

Question: I am a US citizen. I have assets in Guyana. My kids are US citizens. Can I set up a US trust and have my non-US assets added to it for my kids. Response: It sounds like you live in [...]

Question: As sole beneficiary and personal representative (with papers etc.), how long can I keep the estate open after becoming personal representative? Is it up to me to determine when to [...]

Question: My husband and I have a home in Florida and the deed is registered so that we have a life interest and our two daughters have a remainder interest. I thought we could just use the [...]

Question: Your last comment on the question titled: Can Special Needs Trust Pay for Beneficiary’s Food and Rent? was confusing. You say with respect to the effect on Medicaid eligibility of a [...]