Trusts and Estate Plan Disagreements Our reader let us know what happened Q: When my wife read your column about trusts and estate plans in yesterday's paper, she handed me the paper and said, "Did you submit this question?" So, I admitted my "culpability" and wanted to thank you for addressing it in print. [...]
Trusts and Estate Plan Disagreements Spouses ask for a tie breaker Trust Distribution Held Up Q: We enjoy reading your columns every week. I know that you have addressed this many times in your columns, and I understand the purpose of probate. My wife and I disagree on something. We do have a trust set [...]
Putting Assets In a Trust A reader wants to understand how to put her mortgaged home and other assets into the trust she created. Q: I created a trust so that my three kids won’t have to deal with probate when I die as I did with my parents’ home. How do I get my [...]
Estate Plan Mistake Q: I'm wondering if my husband made an estate plan mistake. He died without a will. We have one son and when my husband passed, my son and I signed an agreement that said if I sold any of the properties, we’d both need to agree to the sale. When I sold [...]
Selling a Home in an Irrevocable Trust Q: I read your article on living trusts recently. You detail the workings of property in a revocable trust and what one should do with the funds upon the sale of the property. Would the same things apply to an irrevocable trust? I am the creator of a [...]
Paid Off House: Will It Affect My Trust? If your house is in a trust, will paying off the mortgage affect the successor trustee? Q: Well, I just paid off my house and don't know what the next steps might be. I did receive a letter from my mortgage lender congratulating me on paying off [...]
Finding the will saved the day Sibling never wanted mother's will found so she'd get a bigger inheritance Q: My mother's original will was kept in her attorney's office. At some time after she signed it, her estate attorney died. My sister hoped our mother died without a will so that she would get half [...]
