About Preston Morgan

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So far Preston Morgan has created 66 blog entries.

Dear Counselor: Husband’s debt lives on after death

Question: My husband passed earlier this year. For the past 37 years of our marriage, he was the one who dealt with all the finances. I wasn’t completely in the dark about what was going on, but I didn’t review and track every transaction the way he did. A few months after his death, my [...]

By |2019-01-09T18:33:50-08:00December 6th, 2018|Dear Counselor|Comments Off on Dear Counselor: Husband’s debt lives on after death

Dear Counselor: Beneficiaries have right to accounting from trustee

Question: My mother passed away last year. My brother and I were her only children. She drafted a trust, and she made my brother the trustee. My mother was very clear with us that she wanted her estate divided equally between my brother and me, and that’s exactly what the trust says. Prior to her [...]

By |2018-12-04T14:02:18-08:00November 23rd, 2018|Dear Counselor|Comments Off on Dear Counselor: Beneficiaries have right to accounting from trustee

Dear Counselor: Keeping the sun shining

Question: I own a house in Davis, and I installed a number of solar panels a few years ago. When I put the panels in, my neighbor assured me that he would cooperate in keeping a small patch of trees from ever interfering with the solar panels. Since then, the new neighbors have moved in, [...]

By |2018-12-04T14:00:04-08:00November 10th, 2018|Dear Counselor|Comments Off on Dear Counselor: Keeping the sun shining

Dear Counselor: Feels like getting charged twice

Question: My wife and I divorced several years ago after a very long marriage. Over the years, I have paid both child support and spousal support. Our children are all adults, and my ex-wife has a job, where she is still working. I am not sure exactly how much money she makes. I retired this [...]

By |2018-11-07T19:59:25-08:00October 28th, 2018|Dear Counselor|Comments Off on Dear Counselor: Feels like getting charged twice

Dear counselor: Making sure the kids get their inheritance

Question: My husband and I are looking to create a revocable living trust. We have acquired a fair amount of property, but we aren’t incredibly wealthy by today’s standards. If either of us passes away first, we would like to leave the property to the other. But I would like some assurance that the property, [...]

By |2018-11-07T19:57:23-08:00October 14th, 2018|Dear Counselor|Comments Off on Dear counselor: Making sure the kids get their inheritance

Dear Counselor: Neighbor’s tree causes damage

Question: My neighbor’s tree branches cross over the property line onto my property. When the winds pick up, they rub against my roofline, causing damage to the eaves and shingles. I had to pay a roofer a few hundred dollars to come out and repair the damage. I know that I can go out there [...]

By |2018-11-07T19:54:40-08:00September 15th, 2018|Dear Counselor|Comments Off on Dear Counselor: Neighbor’s tree causes damage

Dear Counselor: Where’s the beef?

Question: My wife and I have been having neighbor issues recently. Our neighbor has a meat smoker in his backyard. It puts out a fair amount of smoke and odors that waft across our yard. It doesn’t seem like such a big deal when our windows are all closed, but it is really annoying when [...]

By |2018-09-10T21:18:10-07:00August 31st, 2018|Dear Counselor|Comments Off on Dear Counselor: Where’s the beef?

Dear Counselor: End-of-life paperwork gives you control

Question: The mother of a friend of mine recently passed away. My friend told me that when her mother was being taken to the hospital, the paramedics were asking about a “POLST” form. She told me that she thought she had the form, but she couldn’t remember where it was. She knew that her mother [...]

By |2018-09-10T21:15:32-07:00August 19th, 2018|Dear Counselor|Comments Off on Dear Counselor: End-of-life paperwork gives you control

Dear Counselor: Will tax changes affect alimony?

Question: My wife and I divorced a couple of years ago, and I pay alimony. I recently heard that under the new tax plan, alimony will no longer be tax-deductible. Will I be able to reduce the amount of support that I pay if it’s no longer deductible? Do you know why the law was [...]

By |2018-08-03T16:17:24-07:00July 22nd, 2018|Dear Counselor|Comments Off on Dear Counselor: Will tax changes affect alimony?

Dear Counselor: Taking on the stepmother

Question: My mother passed away several years ago and left everything to my father. After my mother’s death, my father remarried a woman about his same age. My father recently passed away. I know that he made some estate plans with my stepmother, but he assured my brother and me that we would still be [...]

By |2018-08-03T16:18:01-07:00July 7th, 2018|Dear Counselor|Comments Off on Dear Counselor: Taking on the stepmother
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