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Question: Can I name my 10 year old grandchild as beneficiary on my IRA?

Question: My father recently passed away. I have one brother and one sister. The will divides the assets equally among the three of us. My father’s will has nominated my sister as Executor. She declared bankruptcy several years ago and I do not think that she should serve as Executor. Do you have any advice?

Question: My mother just passed away. She did not have a Will, but I know that she wanted me to inherit everything as I am her only child. She was estranged from her husband, who is not my father. I am afraid that without a Will her assets will be taken by the State. What is going to happen?

Question: I have three grandchildren and want to start saving for their college education. Is opening a 529 Plan advisable? What are the implications with respect to my grandchild’s financial aid eligibility and my own estate plan?

Question: I am the Executor of my mom’s estate and there is only $10,000 left in her bank account. A year before she died, my mom had much more money. I think someone may have taken her money before she died. What should I do?

Question: I want to start looking into creating a trust to protect my assets for Medicaid but the idea is over-whelming, can you explain the process?

Question: I have an estate plan in place including a will, power of attorney, and healthcare documents. Is there anything else I need to do?

When planning for the differently-abled, the use of Supplemental Needs Trusts as part of your estate planning will ensure that you have provided protections for those with special needs and disabilities. When considering your estate planning it is important to consider any beneficiaries who may have special needs or disabilities.

Question: My brother is the Executor of my mother’s estate. It has been three years since she died, and he has not distributed anything. What do you recommend I do?

Question (About a Contested Guardianship): I received Court papers that say that my brother is trying to take control of my mother’s finances and make medical decisions for her. I have been taking care of my mother for years and my brother is estranged from me and my mother. What should I do?