Question: I’m a co-trustee and beneficiary of a Massachusetts realty trust. Since our father passed in 2024, my brother (also co-trustee) has made attempts to sell the property in the trust and [...]

Question: My mother’s husband is 82 years old and has dementia. Last month, he went out to a car dealership, purchased a car, and drove it away. He was missing for 3 days and ultimately was [...]

Question: How much should it cost to put together a trust from a reputable company? I’m being quoted $4,000 for a trust that would include about $1 million in assets, including a cabin that we [...]

Question: My aunt passed in November 2024 and had a Chase Checking Account with her sister as POD. Her sister lives in Japan and has not yet received the funds nor any paperwork, letters or forms [...]

Question: I need to make a new will since the one I have is almost 40 years old, and so much has changed since then. My concern is for my adult daughter, who is single, never married, and lives [...]

When a Medicaid beneficiary inherits property they must report it to the Medicaid agency, but depending on the circumstances it may not affect their eligibility.

Assets in special needs trusts do not affect eligibility for subsidized housing but most distributions are treated as income for determining the beneficiary's rent obligation.

Question: April who is 93 years old owns property worth $1 million which she bought for $50,000. It’s subject to a $700,000 reverse mortgage. To further complicate the picture, April [...]

Question: I have four adult children. Two are U.S. citizens and the other two are non-U.S. citizens. All are living overseas. Can I put them in my trust and name them as beneficiaries on my [...]

Question: I have an irrevocable trust. I would like to change how the real estate and cash in the trust is to be distributed. Some of my children could use the cash that is in the trust now. [...]