Question: I am co-trustee of my parents’ trusts. All the funds have been at the same bank from the time they created the trusts in 2011, with the same accounting firm doing the appropriate [...]

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 [...]