Question: I would like a straight answer to this question. Can I add a new home to my trust by submitting a witness signature, or notary, or my witnesses signatures? Is this new home [...]

Question: My father passed in December 2020. He had a living trust that named my brother as his personal representative and my uncle as his alternate. My brother declined and my uncle either [...]

Question: I enjoyed your book very much, and last October 2020, I set up a revocable trust and transferred a 2nd vacation home located in Massachusetts into the trust. However, I recently [...]

Question: We are thinking of putting my dad’s home in a trust! He has a 15-year mortgage and we have been told if we do this then all the property tax and insurance will be based on my age [...]

Question: My uncle passed away in September of 2020. According to his son, I am named in the trust as a beneficiary. (I have received nothing from Wells Fargo to say whether this is true or not.) [...]

Question: I would like to set up a trust in my mothers name. I am her POA and health advocate. Mom was able to get Medicaid this past May and my promise was to keep her in her home and avoid a [...]

Question: My brother and myself are the trustees of an irrevocable family trust from my deceased parents in Maryland. The trust has 5 beneficiaries (5 siblings). We just sold and closed on my [...]

Question: What should grandparents think about in terms of planning for their grandchildren? Response: Most grandparents do not plan specifically for their grandchildren. They provide that their [...]

Question: My wife and I have separate trusts made in Colorado in 2014. We moved to Missouri in 2015. I don’t want to pay for new trusts, so what should I do, if anything, to make sure they [...]

Question: Which Massachusetts tax form do I file for a nominee real estate trust? The only income is interest earned of $1,600 from the proceeds sitting in a bank account until they were [...]