Question: We have a revocable trust that we would like to revoke and move the funds to TOD accounts and a TOD deed. We are doing this because the kids aren’t minors anymore and we [...]

Question: Should I transfer savings and checking accounts to revocable trust? Beneficiaries are noted on accounts and we have durable powers of attorneys for us beside trust in case of [...]

Question: My mother recently set up a revocable trust with an attorney in Texas. She is having questions about the attorney who drew it up. He does not seem to listen. Would I, her daughter, [...]

Question: What is the advantage of a trust over a will if your estate is under $5 million? Response: There are several advantages to using a trust no matter the size of your estate. Here are a [...]

Question: I would like a straight answer to this question. Can I add a new home to my trust by submitting a witness signature, or notary, or my witnesses signatures? Is this new home [...]

Question: I enjoyed your book very much, and last October 2020, I set up a revocable trust and transferred a 2nd vacation home located in Massachusetts into the trust. However, I recently [...]

Question: My uncle passed away in September of 2020. According to his son, I am named in the trust as a beneficiary. (I have received nothing from Wells Fargo to say whether this is true or not.) [...]

Question: Would successor trustee powers for financial and health management on incapacitation of primary trustee in a revocable trust obviate the need for a springing power of attorney when the [...]

Question: Can a legal guardian of an elderly parent still appoint himself as a durable power of attorney to sell a property without a court’s permission? Then withdraw the guardianship [...]

Question: If I have a revocable trust (funded) with incapacity provisions, and pour over will in place, why would I need a power of attorney springing only in case of incapacity? Response: Good [...]