Question: We are elderly married Massachusetts residents, and we own our home tenants by the entirety. We would like to put our home in a revocable shared living trust, so the house can pass from [...]

Question: Regarding your article “What Protection Do Homestead…,” and regarding the clause, “signed under pains and penalty of perjury,” we filed the official Mass form in 2008 which [...]

Question: My husband and I are both listed on our condo. My husband recently had a cancer scare and would like to put his son on our deed. He says in case something happens to one or both of us, [...]

Question: I was curious as to whether Massachusetts was a notice, race-notice, or race jurisdiction concerning recording statutes, and I found an article that stated that Massachusetts was a [...]

Question: My mother left her home in a life estate for a family friend who hasn’t paid the taxes for the last three years. As a result, the property is scheduled to go foreclosure at the [...]

Question: This is a divorce question regarding how capitol gain taxes apply if one spouse would like to “buy” the other spouse out. What is their tax basis after the divorce and is [...]

Question My parents have Section 8 voucher. Can they rent from a trust where the beneficiary is my mother-in-law? Response: Yes. They are only related through you and your spouse which is not [...]

Question: My brother and I are the trustees of a “Nominee Trust.” We sold the property held in the last month. The trustees and two other brothers, total four, are the beneficiaries [...]

Question: I have some questions about a real life example we are facing. – John and Joan were married in 1999 and entered into a joint Life Estate agreement with regard to a condominium [...]

Question: In your article “What Happens to Capital Gain when Joint Owner of Life Estate Dies?” what table issued by the IRS was used to determine that 8% of the proceeds should go to [...]