Question: I need to make a new will since the one I have is almost 40 years old, and so much has changed since then. My concern is for my adult daughter, who is single, never married, and lives [...]

Question: What are the legal documents essential for any older adult that covers long-term care and end-of-life wishes? Response: Everyone should have a will, durable power of attorney, health [...]

Question: I recall two incidents when I was with a CPA firm: the firm’s clients (parents, probably in their 70s) were sued by their adult children over the client’s estate (children’s future [...]

Question: How do you find out if someone has a will? Response: You state your question in the present tense, asking if someone has a will rather than if they had one, meaning I presume that they [...]

Question: Trusts often include provisions similar to these: Governing law: This document is governed by the laws of [name of state]. Severability: If any part of this document is invalid or [...]

Question: What is the difference between a per stirpes and a per capita distribution of an estate? Response: It’s always confusing when lawyers or their documents use Latin words. You may [...]

Question: I am a U.S. citizen and have one adult child who has an English passport. I want to name him sole beneficiary of my estate which includes two single-family homes and money invested in [...]

Question: I don’t have a will yet but am planning to have one soon. My wife and teenage daughter live with me here in the United States. I have siblings who live overseas. I intend to leave [...]

Question: My sister wrote a will leaving everything to her manipulative boyfriend. She has a daughter and grandson. She says she made a trust for her daughter but I think she’s lying. She [...]

Question: Estate planning books often discuss digital assets such as email, photos, and other items. But there’s an important issue about digital assets that seems to be rarely mentioned. In a [...]