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 have property in Ireland which I would like to have go to relatives in Ireland and the United States. Will my U.S. will and trust be sufficient or do I need to hire a lawyer in [...]
Question: My mother is 88 and had a will drawn up in 1991 when she lived in Oregon. The beneficiaries (my brother and I, 50/50 split) have not changed, and the designated representative (me) has [...]
Question: I would like to put some type of wording in our will that says all assets (IRAs, Retirements, Pensions, stocks/bonds and houses be sold and distributed equally between our family and [...]
Question: What if an unknown Medicaid estate recovery claim pops up, and the surviving spouse is not an explicit heir, but rather beneficiary of a testamentary trust? How does delayed recovery [...]
Question: My wife and I want to make a living will to appoint our married couple friends as guardians of our minor children in the event that both of us pass away. We live in Arkansas and our [...]
Question: My husband is 65 and I’m 62. My husband is divorced with 3 living daughters, all adults with children of their own. Two of his daughters are estranged from us. I am widowed with 4 [...]
Question: Five years ago my dad bought a house for me, though it was titled in his name. He put the down payment down and I have made all the mortgage, tax, and all payments for the house. I was [...]
Question: We are in our 70’s and live in Honolulu. We moved here from the US Territory of Guam. We still have assets in Guam. Do we need separate estate planning documents for Hawaii and [...]
Question: I am a American citizen and want to leave my house/money in bank/stock and life insurance benefits to a sibling in another country. Who would I talk to get this process started? A [...]