Question: My deceased brother had $100,000 in UPS stock. As the administrator of his estate, I liquidated the stock and placed the proceeds in an account for distribution to the heirs. What would [...]

Question: Can Trustee Make Partial Distribution When One Beneficiary Has Not Signed Release? I am co-trustee of my parents’ trusts. All the funds have been at the same bank from the time [...]

Question: I am the trustee for my mother’s irrevocable trust. She passed in 2020. All the assets in the trust have been distributed to the four beneficiaries. The only asset remaining is a [...]

Question: I just read a story about Mary Jane’s estate which was divided among four siblings.  Our family also has four siblings. The difference is that our father is still living but has to move [...]

Question: I am the trustee for mother’s revocable trust containing close to $500,000 in mutual funds, cash and some stocks. There are six equal beneficiaries. Should we liquidate the funds and [...]

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: I read your article on 724 Items, Not Counting Linens and Jewelry and found it very interesting. I have two questions: 1) Why were the jewelry, silverware, and gold coins left out of [...]