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: My husband passed away. I owned stocks in only my name. Are the stocks part of his estate? Response: No. What’s yours is yours and what was his is in his estate. In terms of [...]

Question: A friend of mine passed away and had it in her will for her longtime friend who lives in Germany would be her executor and inherit her mobile home and belongings. But now someone from [...]

Question: If I want to leave someone money from my mutual funds, does that have to be in my will or can I just make that person a beneficiary of that fund or partial beneficiary? Will that be [...]

Question: My mother is 90 years old and in good health but never planned for leaving this earth. She is a single woman and I am her daughter. She owes $23,000 on her home and lives off of Social [...]

Question: My brother and I are about ready to get my mother to make out her will and a revocable trust. How do you make sure that the will is not contestable? Is there a way to do that and what [...]

Question: I have three children, one of whom is an incapacitated adult. I thought of preparing a will, leaving my house to the three children but putting the one third of house in a supplemental [...]

Everyone talks about probate and avoiding probate, but what is “probate?” And what is “probate property?” Probate is the judicial process through which property you own [...]

Question: I have a will and a revocable living trust. I just read about the complications in funding the trust; i.e., to change my accounts names into the trust’s name, even having to close [...]

Question: My question relates to Non-Resident Aliens (not a spouse).  I am 71 years old, a US citizen, and a resident of Florida. I am and always have been single. I have approximately one [...]