asked and answered blog mailbox

Dear Ms. Allison: My sister was appointed Trustee to my parents’ living trust. My brothers and I do not believe she will fairly divide the assets between all of us. She didn’t handle his life insurance right when my father died, and let it lapse. So why would she do things right when mother goes?…

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asked and answered blog mailbox

I get many questions about estate taxes, especially after the executor or trustee has struggled through preparing them and found that it is not the “walk in the park” they thought it would be. Filing your own income taxes can be such a headache! But if you became the Executor, Personal Representative or Administrator (aka…

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asked and answered blog mailbox

Dear Ms. Allison: Trying to settle my parents trust. What should I do? My sister and I are the beneficiaries and co- trustees of the estate. I am on my second lawyer and not getting anything done. It should be very simple to divide the trust but this second lawyer says I’ts complicated. I think…

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asked and answered blog mailbox

Dear Ms. Allison: I am told i have a Trust established in my name but cant find it. Anonymous in Oklahoma Dear Anonymous: I wonder where you are looking — and why? It is odd that you are looking into this, unless someone has died and you believe you are not receiving what was left…

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