Question: Can I pay for my parents’ nursing home cost with MY traditional IRA? Should I? Response: Yes, you can use any of your resources to pay for your parents’ support. The [...]

Question: I’m going have a spendthrift type of trust drawn up for my son who will probably inherit $6-7 million dollars. The instructions would be to invest the money in an S&P 500 [...]

Question: My husband of over 40 years recently was diagnosed with Parkinson’s and dementia and is no longer able to act as a co-trustee with me on our trust.  His daughter, who is my [...]

Question: We have a revocable trust that we would like to revoke and move the funds to TOD accounts and a TOD deed. We are doing this because the kids aren’t minors anymore and we [...]

Question: Should I transfer savings and checking accounts to revocable trust? Beneficiaries are noted on accounts and we have durable powers of attorneys for us beside trust in case of [...]

Question: I inherited my mom’s estate when she passed away in 2014. She worked for the state of Massachusetts (UMass) and retired with me as her beneficiary a few months before her death. [...]

Question: My mother recently passed. She has an irrevocable trust. The only assets left in the trust are her checking and savings account funds. Now that she has passed, I am the successor [...]

Question: My mother recently set up a revocable trust with an attorney in Texas. She is having questions about the attorney who drew it up. He does not seem to listen. Would I, her daughter, [...]

Question: I’m planning to appoint an estate lawyer as my durable power of attorney for finances, since I don’t have a relative or friend who could fill the position. I’d like [...]

Question: Mother is an assisted living resident and we would like to move her to another facility but she has an advanced stage pressure sore. Can we legally release a new facility from liability [...]