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 [...]

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 [...]