Question: A friend of mine passed away and had it in her will for her longtime friend who lives in Germany would be her executor and inherit her mobile home and belongings. But now someone from [...]

Question: I just read a story about Mary Jane’s estate which was divided among four siblings.  Our family also has four siblings. The difference is that our father is still living but has to move [...]

Question: I am the executor of an estate where I would like to liquidate some common stock in order to pay the New Jersey inheritance tax and distribute some cash legacies as specified in the [...]

Question: I am the trustee for mother’s revocable trust containing close to $500,000 in mutual funds, cash and some stocks. There are six equal beneficiaries. Should we liquidate the funds and [...]

Question: Who is responsible for keeping the bank records of the deceased, the executrix or professional fiduciary? Response: The executrix (also known as the “personal [...]

Question: A decedent has savings bonds unredeemed (final maturity 2030) that have just the decedent’s name only on the bond with no named beneficiary. The total redemption value of the [...]

Question: I live in Tennessee where my mother-in-law recently passed away. She had six children. In her will, she left one son her home in a life estate. She did not file a deed. Under the terms [...]

Question: My children’s father passed away no will. He was not married, so being his children they inherit. One son has been living in his house since 2016 and has been paying the mortgage. [...]

Question: I’m the executor for my father’s trust and he passed away July 3 of this year. One of the things he has in his portfolio is some Allspring Global stock, and I’m wondering if I should [...]

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 [...]