About Preston Morgan

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So far Preston Morgan has created 53 blog entries.

Dear Counselor: The best way to pass on an IRA

Question: Right now, I have planned to leave my Individual Retirement Account to my son. I assume that he will outlive me, since he’s in his late 50s while I’m pushing 85. But I am wondering whether this is the best choice. He and his wife have been doing pretty well, and they have a [...]

By |2019-05-02T15:24:05-07:00April 27th, 2019|Dear Counselor|Comments Off on Dear Counselor: The best way to pass on an IRA

Dear Counselor: Keeping the split civil

Question: My husband and I have been married for a little more than twenty years. We have acquired a fair amount of property over the years. We both worked and have decent retirements, although his is quite a bit more than mine. About six years ago, I inherited some money from my parents, and I used [...]

By |2019-05-02T15:21:27-07:00April 13th, 2019|Dear Counselor|Comments Off on Dear Counselor: Keeping the split civil

Dear Counselor: Inheritance jeopardizes federal benefits

Question: My mother and father drafted a living trust some time ago. My father passed away a few years ago, and my mother just recently died. They gave the estate to me and my two siblings. They named me as trustee. My brother and I are able to receive our share of the trust property [...]

By |2019-04-15T13:30:48-07:00March 15th, 2019|Dear Counselor|Comments Off on Dear Counselor: Inheritance jeopardizes federal benefits

Dear Counselor: Water, and the law, flow downhill

Question: We have not had rain for a long time, and I have really welcomed the rain we received so far this season. Unfortunately, my neighbor’s yard is higher than mine and it drains into my backyard and not into the street. The peak rainfall in the last week has caused the ground to be [...]

By |2019-03-12T15:49:04-07:00March 3rd, 2019|Dear Counselor|Comments Off on Dear Counselor: Water, and the law, flow downhill

Dear Counselor: That old question – What is ‘reasonable’?

Question: My father passed away a couple of years ago, and my sister was made the trustee of my parents’ trust, which simply says that the property is to go to me and my sister equally. My parents left behind a house and some vacant parcels of real property in the mountains. The properties were [...]

By |2019-03-12T15:48:45-07:00February 17th, 2019|Dear Counselor|Comments Off on Dear Counselor: That old question – What is ‘reasonable’?

Dear Counselor: When court calls, you must answer

Question: My mother’s good friend and neighbor was on an extended vacation and asked if my mother could do her a favor and let someone into her garage to get some things. My mother had no problem with this, so she met the person at the house and opened the garage door. In the garage, [...]

By |2019-03-12T15:48:35-07:00January 19th, 2019|Dear Counselor|Comments Off on Dear Counselor: When court calls, you must answer

Dear Counselor: New neighbor wants changes

Question: My neighbor and I have adjacent gravel driveways. But I use a small part of my neighbor’s driveway to enter my own. We both enter at the same point, but after about 10 to 15 feet, I turn to the right to use my own drive, and he stays straight to access his property. [...]

By |2019-01-09T18:37:28-07:00January 3rd, 2019|Dear Counselor|Comments Off on Dear Counselor: New neighbor wants changes

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 |2019-01-09T18:33:50-07:00December 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 |2018-12-04T14:02:18-07:00November 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 |2018-12-04T14:00:04-07:00November 10th, 2018|Dear Counselor|Comments Off on Dear Counselor: Keeping the sun shining