Questions & Answers

What do I do if the executor of the will never contacted the beneficiaries of the will and didn’t follow the decedent’s wishes?...

• Category:
• Estate Planning

My son and daughter-in-law bought a house with a “granny flat” attached. I gifted them the money for the down payment and in return I can live in the granny flat until my passing. My daughter-in-law and I do not...

• Categories:
• Estate Planning
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• Senior Living

My mother has a home in New Jersey, but she is moving to California to live with family. Can she create a trust in California that includes her house in New Jersey or does she have to use an attorney...

• Category:
• Estate Planning

I have a brother and half-brother who are both beneficiaries of my parents’ estate along with me. My parents’ will stated that certain investment accounts were to be divided into thirds and certain accounts were to be divided in half,...

• Category:
• Estate Planning

My brother is executor of our parents’ estates. Both parents are now deceased. The trust provides that all assets in the trust are to be divided equally. Can he sell property and put the value of the property in the...

• Category:
• Estate Planning

My father-in-law named son #1 his agent under a power of attorney while he was living with that son. Now he lives with son #2 and he named son #2 as agent under a second power of attorney. Which of...

• Category:
• Estate Planning

Can you recommend a source for a typical agreement with an elder law attorney? We realize every agreement is unique, but we would like to compare our attorney's proposed language. We are particularly interested in deliverables and reasonable percent of...

• Categories:
• Estate Planning
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• Medicaid Planning

My mother named her financial adviser and his children as beneficiaries in her will. Is it legal for her attorney to allow this?...

• Category:
• Estate Planning

My eldest sister is the executor of our mother’s estate. She found additional money that belonged to my mother. She is not following my mother’s will and dividing the additional money between all siblings. Instead, she said she is keeping...

• Category:
• Estate Planning