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: Enjoying your book (Get Your Ducks in a Row: A Baby Boomer’s Guide to Estate Planning). At page 105. I already have my estate documents including a pour over will, revocable [...]

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 child. I thought of preparing a will, leaving my house to the three children but putting the one third of house in a [...]

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 [...]

Question: l am one of 14 heirs of my grandmother’s estate. My cousin made herself administrator, but has not done any of the duties that she is supposed to do. The attorney she hired that [...]