How can we protect an inheritors share of our estate from an ex-wife creditor?

You have taken a wise first step to limit the debtor child's role as trustee (at least for the time being). However, you absolutely need to...

If I cancel my revocable living trust and move the money to a joint account (same brokerage company) are the cap gains taxable?

As the prior answers state: this is a non-taxable event. But, why are you doing this? New wife? By doing this you are disinheriting the...

The only "issue" I can see is that Florida requires witnesses to a trust and no other state I am aware of does that. However, if the trust is...

Hope and pray that your sister-in-law has an attorney -- and ask that attorney for a copy. Usually it will be forthcoming as you have a clear...

If a stepchild is involved in a revocable living trust, do they have any say legally?

As I understand your question: Mom had died with a trust. The trust names specific beneficiaries. The stepchild is not named. The answer in...

What if there's a Will that says this, "Gift of the residue of my estate": Everything that is left of my estate after all of the

Is there a provision before that labelled "Specific Bequest" that says "I give 50% of the estate to Mike Smith's children" ? -- in that case the...

I am looking for advice about securing loan and using a family trust in which I am a beneficiary to secure it.

Is the loan for you personally, or for the Family Trust -- like to maintain or repair a trust asset? If it is not for you personally, you should...

If I get married, will my new husband be entitled to my re-done living trust with my house? How but my re-done IRA paperwork?

Separate property is separate property and usually remains so after marriage. It is MORE PROTECTED if you can keep things in your dad's trust name...

May I buy my parents house out of their Estate if I am 1 of 3 heirs? Executor states he can not sell to heirs. Is this true?

In addition to agreeing with the prior answers, note: You CANNOT get a bargain price -- you must pay the fair value of the house to your siblings,...

My father died 4 years ago with a living trust in place since 2005. My mother passed away last week but she changed the trust.

I agree with all of the prior comments. You also need to check that there is not a penalty for contesting the trust (an "in terrorem clause") that...