If the trust is drafted correctly, then you will get stepped up basis. Unfortunately, I have heard rumors of trusts that have been established that...

If my mom sells her home and puts the proceeds from the sale in her son's bank account, would MCD take the money? 1. Medicaid will not take the...

It would be a good idea for you to sit down with an elder law attorney who specializes in asset protection, blended families, long term care, and...

What course of action do I have as the POA? As agent under the power of attorney, you probably have authority to forbid the premises to any other...

Why does annuity company want a personal W-9 from the estate's executor? They're probably asking for your Social Security number because you are...

Can I take out a Heloc as an executor of an estate? As the executor, you have the authority to borrow money against estate assets for the benefit...

How expensive is it to create personal property trust in st louis, mo ? Please forgive me, but you are asking the wrong question. The question is...

Can a trust be changed with a notorized and signed statement, made by the owners. The question of amending, revoking or changing a trust depends...

you really don't have to do anything to have your name as sole owner on the property since the other joint tenant is now died. All you would have...

If the same person is both trustee with authority to distribute principal to the beneficiary and the beneficiary also, who would be receiving the...