Question: My siblings and I inherited an IRA from an aunt in disproportionate amounts. One sibling refuses to set up their own inherited IRA account because they are upset they did not get an [...]

Question: With respect to your recommendation that executors of estates or trustees of trusts sell stock holdings after the death of owner of the assets, what’s your recommendation for [...]

Question: We set up an irrevocable trust last year with our daughter, age 50, as beneficiary and trustee. The asset was an apartment building in California which is 100% paid. We would like to [...]

Question: The contract for the assisted living facility where my husband is moving has a clause releasing it from liability; but none for the client. Is there any risk or historical cases where [...]