Question: Can FDIC protection for certificates of deposit be purchased by a married couple (with four adult children) to cover $2 million? Response: Yes. This, of course, all of the sudden seems [...]

Question: I read your article on family protection trusts and have several questions regarding such. When creating a revocable trust for my wife and I, I was told by an attorney in my state [...]

Question: I am a non-US citizen and I am thinking about creating an irrevocable foreign trust to hold money received from an inheritance. The trust will be set in an offshore zero taxation [...]

Question: First of all, I love your new book! Lots of valuable info. Anyways, my wife and I live in Massachusetts and set up a Homestead Declaration in each of our names when we purchased our [...]

Question: What should grandparents think about in terms of planning for their grandchildren? Response: Most grandparents do not plan specifically for their grandchildren. They provide that their [...]

Question: We are in a half-century long loving and trusting (but not legally joined) partnership and are finding our end of life planning especially challenging. We cannot marry because one of us [...]

Question: I have a 20-year-old daughter who goes through money pretty quick. I have decided I can’t lay $1-1.5 million on her at age 21-23. (I’m terminally ill.) How much should I [...]

                                                  Historically, trusts [...]

Question: I am being sued for defamation. If I lose, is there any way to protect my assets? I own a 49% interest in a business that is a corporation and a 50% interest in a piece of property that [...]

Question: My friend (Mark) is the joint owner of a vacant land lot with his father. Mark was recently given a state prison term for life. Mark was convicted because he could not afford an [...]