Question: My mother died recently. She had a revocable trust that says that at her death it is to be distributed equally to her three children. What do now? Response: The process for closing out [...]

Question: Can Trustee Make Partial Distribution When One Beneficiary Has Not Signed Release? I am co-trustee of my parents’ trusts. All the funds have been at the same bank from the time [...]

Question: I am successor trustee for my mom’s living revocable trust. Her trust assets are currently held in a brokerage account in the form of stocks and mutual funds. After her death, my [...]

Question: I just finished reading your book “The Baby Boomers Guide to Trusts,” and the information is very good. I am the trustee of a revocable living trust and would like to set up [...]

Question: What is the Process for Closing Out a Revocable Trust Upon Grantor’s Death? What is the process (“best”, if more than one) for accounting for and dissolving a [...]

Question: My question is about appreciating assets (stock, mutual funds, etc.) in my mother’s living revocable trust. My mother died in February 2025 at the age of 91 and she was the [...]