Question: My last surviving parent passed away in Massachusetts in December  2022. He held two properties in a revocable trust in which turned irrevocable upon his death. We paid estate taxes on [...]

Question: My mom and stepdad had a trust. After his death, mom wanted to be rid of the trust so we revoked it. My brother now claims (without a copy of the trust) that he is trustee and as my [...]

Question: We have houses in Florida and Massachusetts. In 2025, we are becoming Florida residents. I know all the steps we have to do to become residents, but I heard there was a site that you [...]

Question: My estate in general is less than the taxable federal limit. Is there a problem in leaving a portion of it to an organization in London, England, that is certified as a non-profit [...]

Question: I have an irrevocable trust and I am moving to Spain to retire. Can my trustee still pay me monthly income and remain my trust company? Response: Yes, that should be no problem. But [...]

Question: My deceased brother had $100,000 in UPS stock. As the administrator of his estate, I liquidated the stock and placed the proceeds in an account for distribution to the heirs. What would [...]

Question: My wife and I currently run a wellness center and the bulk of our clients are 55+ years in age. We are concerned that the rise in fraud and scams targeting elders will only skyrocket [...]

Question: Do I need to report my revocable trust and irrevocable trusts of which I am trustee to the government under the Corporate Transparency Act? Response: No, only limited liability [...]

Question: Is there away to determine the amount to be reimbursed back to Medicaid before the death of a disabled beneficiary of a 1st party SNT? Response: Probably not, though the answer would [...]

Question: I bank only through Capital One so I do not have a physical bank. My nieces live in Europe and they are my beneficiaries. How can I make sure they get the money from my Capital One [...]