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Question: Is a living trust required to include a Trust Protector? Response: No. Trust protectors are typically used in irrevocable trusts rather than revocable ones, and even then they’re [...]

Question: My wife’s sister is trustee of their deceased dad’s estate which totals about $700,000. There are four equal sibling beneficiaries including the trustee. The trustee is [...]

Question: My entire estate is worth about $6 million. I am now single and a legal resident of Florida. I still own a home in Massachusetts (worth $300,000). I stay at the Massachusetts home for [...]

Question: In January 2019, I suffered a prolonged illness that required multiple surgeries, hospitalization, and stays at a nursing home. I own and reside in my home in West Virginia, the state [...]

Question: What is an acceptable trust fee in the State of Utah. I manage a trust for my Mom. I spend two hours per year on management duties. There is a bank account, Apple stock, and a [...]

Question: My mother passed away two years ago and she left her husband a life estate in their primary residence via her Living Trust. The Trust designated my sister as the Trustee after my [...]

Question: My wife has been living in her mother’s home for the past 4 years as her mother’s caregiver to enable her to live at home rather than a nursing facility. She has all the [...]

Question: We are Canadians and we own condo in California where our daughter lives. We would like to transfer the property to our daughter. What is best way considering USA and Canadian taxes? [...]

Question: I need to sell my mother’s life insurance policy to bring down her assets to qualify for Medicaid but it doesn’t have enough value to prepay for her funeral. The insurance [...]

Question: Do I need to execute a new health care proxy if my named agents have moved since the document was signed in 2011? Response: No. The purpose of including addresses in legal documents is [...]