Question: My mother passed away a year ago. She had everything put in a trust that was to be evenly distributed between all six adult children. One brother and one sister are trustees and all six [...]

Question: Is the best way to disburse stock 50/50 (2,000 shares) to my sister and myself? We are equal beneficiaries under our mother’s will. Should we cash it out deposit the proceeds into [...]

Question: My husband and I live in Massachusetts. He is 75, and I am 73. We are in relatively good health, no pre-existing conditions. Our liquid assets are approximately $200,000. We own two [...]

Question: What is the best way to keep 33 acres of land together and have the ownership shared between 4 siblings. One sibling (myself) wishes to build a house on the land but is worried about [...]

Question: I am a dual citizen. I live in Australia but also have an account in a U.S. bank. I were to make an revocable trust but don’t have a U.S. resident to be a trustee, how should I [...]

Question: I am a U.S. citizen and have one adult child who has an English passport. I want to name him sole beneficiary of my estate which includes two single-family homes and money invested in [...]

Question: I don’t have a will yet but am planning to have one soon. My wife and teenage daughter live with me here in the United States. I have siblings who live overseas. I intend to leave [...]

Question: Mother and daughter are joint tenants with right of survivorship in mother’s condo. If they want to transfer the condo to an irrevocable trust, but reserve a life estate to the [...]

Question: I am the sole trustee and sole beneficiary of my deceased (2022) mom’s revocable realty trust. The property is located in Massachusetts. I live in Rhode Island. I have decided to [...]

Question: I was given a check by a friend that was near death. He asked me to cash it upon his death. I did so as requested. There is an estate attorney who said that I must return the funds to [...]