
What Should My Will Say About Digital Assets?
Question: Estate planning books often discuss digital assets such as email, photos, and other items. But there’s an important issue about digital assets that seems

Question: Estate planning books often discuss digital assets such as email, photos, and other items. But there’s an important issue about digital assets that seems

Question: I previously read your 2020 edition of Get Your Ducks in a Row. I believe I know the answer to my question based on

Question: So my mother is thinking of leaving her house in Texas and her house in Guatemala to me. What would be the best way

Question: Must a sibling or nephew heir of an of the remaining balance in an ABLE account have to pay taxes on the funds received?

Question: In this article “Can Heirs Take a Capital Loss on Return of 90% of CCRC Deposit?” you talk about the 10% not being a

Question: Can shares of a professional corporation (dental practice) be owned by the principal’s revocable trust (dentist is the trustee and beneficiary of the trust).

Question: In 2014, my wife and I became co-trustees of an irrevocable trust with our son as the beneficiary, for his future education. I have

Question: My colleague is working with a caregiver who is working to get her mother on Medicaid and moved into a nursing home. Once her

Question: We live in Massachusetts. In looking for ways to protect our home against MassHealth recovery laws, I have found two methods most talked about

Question: My mother, a Massachusetts resident, passed away in October 2022. She had an irrevocable trust, established June 2011. The only asset in the trust