There’s $50 Billion of Unclaimed Property — How to Claim Your Share

Q. I read somewhere that there is over $50 billion of unclaimed property. How is this possible? How is it that so much property goes unclaimed? Is there a way that I can check to see if any of that belongs to me? And how can I … [Read more...]

Are There Universal Rules for Trusts in U.S. States?

Q. Last week, in your article about Power of Attorney documents, you discussed the Uniform Power of Attorney Act, a law that was created to give universal rules for POAs across the states that have adopted it. Is there a similar … [Read more...]

This Harry Potter Publisher Blindsided His Family When He Left Them Nothing

Maurice Richard Robinson, Jr., died suddenly on June 5, 2021, while on a walk in Martha’s Vineyard. From 1975 until his recent death, Robinson was the chief executive officer of Scholastic Corporation, a publishing company founded … [Read more...]

Will U.S. Estate Planning Documents Work in Other Countries?

Q. My parents and my husband and I are all considering relocating to Lake Chapala in Mexico, which is a very popular retirement location for Americans because of the low cost of living, sunshine, accessibility, established expat … [Read more...]

When Should I Update My Power of Attorney?

Q. I’ve had a Power of Attorney in place for two decades now. I have moved since then and have had several life-changing events occur. I’m wondering in what instances should someone update their Power of Attorney? What happens if … [Read more...]

Does Morphine Hasten Death?

Q. My mother is 82 and has dementia. Her condition has gotten worse and hospice has been suggested. I have heard that hospice often involves administering morphine to the patient to make them more comfortable. Does morphine hasten … [Read more...]

How Do FDIC Insurance Coverage Limits Apply When It Comes to Trusts?

Q. I saw a sign about FDIC insurance at the bank yesterday and it got me to thinking about our family’s trust, and I was hoping you could provide some clarification. My understanding is that the FDIC insures up to $250,000 per … [Read more...]

When A Trust is Ambiguous

Q. I have been married to my second husband, Tony, for 10 years. We have two children together and three from both of our previous marriages. I am very close with my mother-in-law, Isabella who recently moved in with us and helps … [Read more...]

Does my Life Estate Qualify for Real Estate Tax Relief? Links for all County and City Tax Relief Applications.

Q. My mom has owned her home for over 20 years. Last year she came to your firm and did an irrevocable Medicaid Asset Protection Trust. Your firm deeded her house into the trust but had her keep a life estate in the house. She now … [Read more...]

What Do Different Generations Care Most About in Their Estate Planning?

Q. My daughter, Abby, is 30 and newly married. Similar to many of her friends, Abby and her husband decided to do their estate planning because the coronavirus got them thinking about their mortality. It got me and my husband, who … [Read more...]

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