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 [...]

Question: One brother and I were both appointed as POAs and healthcare advocates in a trust for our mother. My brother assumed financial and healthcare decisions as he lived closer. There are 7 [...]

Question: In a probate estate where a husband dies intestate leaving a wife and two children (a minor child who is also the child of his widow and an adult child who is the child of a prior [...]

Question: If I want to leave someone money from my mutual funds, does that have to be in my will or can I just make that person a beneficiary of that fund or partial beneficiary? Will that be [...]

Question: I have a living brother and a half brother that are beneficiaries of my parents’ estate. My mother’s will stated that certain investment accounts were to be divided in [...]

Question: As a named trustee, I believe my duties will be to liquidate property and other assets, file final taxes, and distribute the estates funds to the beneficiaries. If so, I am looking for [...]

Question: I read your article on 724 Items, Not Counting Linens and Jewelry and found it very interesting. I have two questions: 1) Why were the jewelry, silverware, and gold coins left out of [...]

Question: My mom has a vehicle loan that’s to be paid off upon her death. She left that vehicle to me in her will. My aunt won’t let me have it. She said it’s not part of the [...]

Question: A distribution was made from the liquidation of an annuity in an estate in 2019. The estate income tax rate is 35.7% and  and the beneficiary who received the distribution and therefore [...]

Question: My mother is 90 years old and in good health but never planned for leaving this earth. She is a single woman and I am her daughter. She owes $23,000 on her home and lives off of Social [...]