Question: My mom passed away. I’m the trustee of her revocable trust. Should the legal name of the trust and its investment accounts now be “revocable” or [...]

Question: How often should I review my estate plan? Response: It depends how old you are. Most people don’t do any estate planning until they have children. That’s when they begin to [...]

Question: I’m having trouble figuring out if a trust is right for me. I became disabled when I was 49 in 2011 and I just turned 60. My problem is that my two best friends live in [...]

Question: I’m a US citizen living abroad, my wife is a non-US citizen. I have two children living in United States and they are both US citizens. My property and all my assets are in U.S. I [...]

Question: I’m 65, collecting Social Security, own a condo, and own a building in which I operate a restaurant. The restaurant pays rent to an LLC  of which I’m the sole owner. I have a will [...]

Question: I read your article on family protection trusts and have several questions regarding such. When creating a revocable trust for my wife and I, I was told by an attorney in my state [...]

Question: We would like to seek your opinion on our present trust situation? We are both retired and moved to Florida in 2022. We have a trust that was drafted in California in 2016. We [...]

Question: As retirement gets closer and you own your home with approximately $1 M in assets including 401(k)s, savings, and stocks, is it still advisable to obtain a living trust in the present [...]

Question: In answering a recent question about transferring assets into a revocable trust, you wrote: Taking this step can cause it’s own difficulties. For instance, my mother recently moved her [...]

Question: My father married after my mother passed when he was already retired. They have a prenup saying they will keep all belongings acquired before they married separate to be inherited by [...]