Question: What if an unknown Medicaid estate recovery claim pops up, and the surviving spouse is not an explicit heir, but rather beneficiary of a testamentary trust? How does delayed recovery [...]

Question: The love of my life died from Covid in mid-January. We were together for 15 years but for religious reasons we never “married.” He was just 38 years old. We were always both [...]

Question: I have been on expanded Medicaid for 3 years. I am 61 years old. Is expanded Medicaid still subject to estate recovery? If I go off Medicaid now and don’t die till I’m, say [...]

Question: A Trust Schedule A of Assets included an IRA and Roth account with beneficiary designations. The grantor died (of Covid) before titling all assets to the trust. The trustee petitioned [...]

Question: I am the executor of an estate. There are stocks in the estate but the estate totals $1.8 million, thus under the federal estate tax threshold. The stock value at time of death in May [...]

Question: My mom passed in November 2018. I am the executor of her estate. She left an estate brokerage account that contains 2 mutual funds. The value of the funds has increased in the last 3 [...]

Question: With respect to your recommendation that executors of estates or trustees of trusts sell stock holdings after the death of owner of the assets, what’s your recommendation for [...]

Question: My mother is 96 and has most of her assets in stocks. She has five children and wants to divide the assets in five equal parts. I am currently named as the executor of her estate. How [...]

Question: Do I need a revocable trust to avoid probate if: 1. all my accounts have a designated beneficiary; and 2. I sign Fidelity’s form confirming the beneficiary? And as far as non-monetary [...]

Question: My question is about appreciating assets (stock, mutual funds, etc.) in my mother’s living revocable trust. My mother died in February 2021 at the age of 91 and she was the [...]