Question: I am the executor for my 89-year-old aunt in NYC. She recently spoke with a lawyer about updating her will and he recommended creating a revocable trust to avoid probate even though she [...]

Question: I am the executor of my brother’s estate. My niece and I do not agree on one issue: her student loans. I spoke with a close family friend last night. We both agree that my brother [...]

Question: My daughter is now working in Amsterdam for a European-based company. She’s wondering if she can continue to contribute to her Roth IRA or her individual IRA. Response: This is outside [...]

Question: We are elderly married Massachusetts residents, and we own our home tenants by the entirety. We would like to put our home in a revocable shared living trust, so the house can pass from [...]

Question: I am the executor of my mother’s will. I have 4 siblings that are living. When the will was written up my mother signed and the notary had my son and myself sign as witnesses, not [...]

Question: Regarding your article “What Protection Do Homestead…,” and regarding the clause, “signed under pains and penalty of perjury,” we filed the official Mass form in 2008 which [...]

Question: My mother owns her home and her two sons, one who is disabled have lived with her for over eight years. In the last three years she has developed dementia. My brothers took care of her [...]

Question: My wife and I live in the great state of Massachusetts and have each funded our own individual credit shelter trusts for $1 million. Beyond that we have about $500,000 in a joint bank [...]

Question: I’m a decades-long widow. My children (kindergarten then, 40+ years old now) have made me a happy G-Ma! My trust and will were written way back in the 1980s and need updating, BUT [...]

Question: Can FDIC protection for certificates of deposit be purchased by a married couple (with four adult children) to cover $2 million? Response: Yes. This, of course, all of the sudden seems [...]