Question: I have a POA that was drawn up by my brother’s attorney last month. I am trying to get access to his bank account at a credit union. The credit union has denied me any access [...]

Question: There are 4 brother and sisters – 2 of them are the trustees of a $30 million estate. They are paying themselves $175,000 each per year, but pay others to do all the work around [...]

Question: First of all, I love your new book! Lots of valuable info. Anyways, my wife and I live in Massachusetts and set up a Homestead Declaration in each of our names when we purchased our [...]

Question: Is a life estate vested and effective if it’s created in a will which also requires the sale of the property (presumably terminating the life estate) and division of proceeds [...]

Question: My wife and I are US citizens and are planning in case we both died at the same time. We have non-US citizen family living abroad that we want to designate as beneficiaries on our [...]

Question: I am a non-US citizen married to a US citizen who recently died. What is the procedure for me to inherit my late husband’s IRA? I am the executor of his will, which leaves his [...]

Question: I am power of attorney for my dad who recently passed away. I received a letter from our state Medicaid agency stating dad owes $94,000. I have been paying his house taxes and flood [...]

Question: I’m hoping you can explain a bit about QTIP trusts. My father passed away and his trust divides his assets between a credit shelter trust and a marital trust (mother is still [...]

Question: I am attempting to help a friend add an addendum to his will for the purpose of naming a person to dispose of his personal household contents. He has a trustee named for his trust but [...]

Question: My wife will need to move to a nursing home memory care facility within 6 months. We own our home in Massachusetts and I understand as the community spouse I can stay in the home. (It [...]