Christopher Yugo

Q: When I checked to see if my home was put into my trust, I discovered my home was still in my name but is TOD into my trust. Is this going to be a problem?

I recently read an article about Matthew Perry’s estate. For those of you who don’t know, Perry was an actor. Most people know him from his role as Chandler Bing

Q: I am the successor trustee on my parents’ trust and I have to transfer the home to my brother and myself. When I record the deed, do I also

Christopher Yugo Times Columnist Q: I have been talking about my final arrangements with my children.

Q: What happens if a person dies before an estate makes the final disbursement? Does the inheritance lapse? A: This is a great question.

Q: My husband and I have finally decided to create an estate plan. We just aren’t sure where to start. What are the first steps that we should take?

Q: Does an inheritance need to be reported on your tax return? Will I receive a 1099 for income?

Christopher Yugo Times Columnist Q: We executed wills before our latest child was born. We want to make sure that he is included.

Q: Since we created our estate plan, our assets have changed. We have changed banks and investment adviser. Should we notify the attorney about the changes?

Q: How should you handle life insurance in a living trust? Should the trust be named beneficiary of the policy?