Question: My grandmother passed away in 2001 in Massachusetts and died intestate leaving her house. My uncle and mother are her direct descendants. My uncle lives in the house but is currently [...]

Question: We live in northern Minnesota and am organizing information to set up a trust. We have two homes, a lake home, lake property, and farmland (80 acres in South Dakota), in addition to [...]

Question: If I place my home in an irrevocable trust with my children as beneficiaries what is the tax upon my death? Response: There is almost certainly no tax upon your death but a lot depends [...]

Question: In your Capital Gains summary you mention life estates and joint ownership as options to transfer property to children. Wouldn’t either of these options result in a gift tax? We [...]

Question: I need information about divorcing my husband so he can get Medicaid coverage for nursing home care. Would I be able to retire without losing my pension, to live off of? I also own a [...]

Question: I’m the personal representative of my uncle’s estate. I’ve taken care of just about everything that needs to be done and would like to distribute the estate, but one [...]

Question: I read your response to the question of how to rearrange assets to give an elderly person access to Medicaid services, including possible long term care. I wonder about the ethics of [...]

Question: How do you find out if someone has a will? Response: You state your question in the present tense, asking if someone has a will rather than if they had one, meaning I presume that they [...]