Question: Mother and daughter are joint tenants with right of survivorship in mother’s condo. If they want to transfer the condo to an irrevocable trust,
Question: What are the Capital Gains Consequences if I Put My House in an Irrevocable Trust? I live in Illinois and am 66 years old
Question: My mom passed away. I’m the trustee of her revocable trust. Should the legal name of the trust and its investment accounts now be
Question: My husband and I each have an irrevocable trust. Each trust holds a 50% interest in each three properties. We are selling one income-producing
Question: Dad died in 2021 in Florida. He was the grantor of a revocable trust and I (daughter) was the trustee. My understanding is that
Question: We already have an estate plan set up with a revocable trust. Roughly 50% of our liquid assets are in regular and Roth IRAs;
Question: I am trustee for a family trust and insurance trust for the benefit of my brother. My brother tried to have me removed as
Question: My father-in-law set up an irrevocable trust which contains about $250,000 held in a non-IRA investment account. When he died in 2024, the funds
Question: Would someone that has long-term care insurance in Massachusetts need an irrevocable trust? Response: This is an interesting question, in large part because Massachusetts
Question: If my mother transfers real estate into 3 separate nominee trusts and her irrevocable trust is the 100% beneficiary of each, does the transfer
