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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Revocable Trusts

Home / Revocable Trusts /
 What Happens When Trust Beneficiary Dies Before Grantors?
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By Harry Margolis
In Revocable Trusts
Posted January 8, 2026

What Happens When Trust Beneficiary Dies Before Grantors?

Question: Situation: Co-grantors created a revocable trust in Oregon with their son (A) as a successor trustee and beneficiary of a 70% share. The other beneficiary (B) is their son’s [...]

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 What is the Remedy When Co-Trustee Acts Unilaterally?
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By Harry Margolis
In Real Estate, Revocable Trusts
Posted December 11, 2025

What is the Remedy When Co-Trustee Acts Unilaterally?

Question: I’m a co-trustee and beneficiary of a Massachusetts realty trust. Since our father passed in 2024, my brother (also co-trustee) has made attempts to sell the property in the trust and [...]

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 Are Fees Quoted for Drafting Trust Reasonable?
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By Harry Margolis
In Revocable Trusts
Posted November 26, 2025

Are Fees Quoted for Drafting Trust Reasonable?

Question: How much should it cost to put together a trust from a reputable company? I’m being quoted $4,000 for a trust that would include about $1 million in assets, including a cabin that we [...]

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 What Should I Do If Husband Threatens to Leave House to Daughter?
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By Harry Margolis
In Real Estate, Revocable Trusts
Posted September 25, 2025

What Should I Do If Husband Threatens to Leave House to Daughter?

Heading: I live in my husband’s house which is in his name. He became mentally ill (breakdown/bipolar), stole my savings so I am on benefits and after 1 1/2 years of caring for him and went awol [...]

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 How Do You Close a Revocable Trust After the Death of the Grantor?
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By Harry Margolis
In Revocable Trusts
Posted September 3, 2025

How Do You Close a Revocable Trust After the Death of the Grantor?

Question: My mother died recently. She had a revocable trust that says that at her death it is to be distributed equally to her three children. What do now? Response: The process for closing out [...]

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 What Happens to a Revocable Trust When the Grantor Dies?
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By Harry Margolis
In Revocable Trusts
Posted August 27, 2025

What Happens to a Revocable Trust When the Grantor Dies?

Question: What Happens to a Revocable Trust When the Grantor Dies? My mother recently passed away. She had a revocable trust. What happens now? Response: The answer depends to some extent on what [...]

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 Do I Need to Update My Trust After Moving from West Virginia to Florida?
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By Harry Margolis
In Retirement Plans, Revocable Trusts
Posted April 9, 2025

Do I Need to Update My Trust After Moving from West Virginia to Florida?

Question: I have a living trust done in the State of West Virginia back in 1994. I moved to Florida in 2023. The trust was reviewed and amended by attorney in 2016. Q1. How do I update the trust [...]

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 What is the Best Way to Find an Attorney for Complex Estate Planning?
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By Harry Margolis
In Real Estate, Revocable Trusts
Posted March 26, 2025

What is the Best Way to Find an Attorney for Complex Estate Planning?

Question: We live in northern Minnesota and am organizing information to set up a trust. We have two homes, a lake home, lake property, and farmland (80 acres in South Dakota), in addition to [...]

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 How Do You Dissolve a Revocable Trust After Death?
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By Harry Margolis
In Revocable Trusts
Posted February 21, 2025

How Do You Dissolve a Revocable Trust After Death?

Question: My father passed away last year. (My mother passed away several years ago.) He had a revocable trust that says that upon his death the trust holdings, his home and some investment [...]

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 Do I Need to Change My Trust If I Move to Another State?
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By Harry Margolis
In Revocable Trusts
Posted January 29, 2025

Do I Need to Change My Trust If I Move to Another State?

Question: I had a trust drawn up in California with my wife. I am now widowed, sold the home in California and bought a condo in Florida, which title is in the name of the trust. I do not have [...]

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Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

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(An Amazon Prime Reading selection)

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters