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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 / Retirement Plans /
 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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 How Do I Go About Forming a Trust?
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By Harry Margolis
In Revocable Trusts
Posted January 24, 2025

How Do I Go About Forming a Trust?

Question: How do I go about forming a trust? Response: There are really two ways to form a trust: Do it yourself with an on-line program or hire an attorney. The advantage of an on-line program [...]

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 Should Family Member Trustees Charge as Much as Professional Trustees?
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By Harry Margolis
In Revocable Trusts
Posted January 22, 2025

Should Family Member Trustees Charge as Much as Professional Trustees?

Question: Is it fair for a family member acting as trustee and property manager to charge the same fees as professionals, considering the potential conflicts of interest and lack of experience in [...]

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 How Do I Deal With Property In a Nominee Realty Trust in Florida?
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By Harry Margolis
In Real Estate, Revocable Trusts
Posted January 15, 2025

How Do I Deal With Property In a Nominee Realty Trust in Florida?

Question: My mother established a nominee trust in 2005 when she was living at the time in Massachusetts. She placed my bother as the trustee. At the same time she established a revocable [...]

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 Does It Matter that Governing Law and Severability Provisions are Rarely Included in Wills?
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By Harry Margolis
In Revocable Trusts, Wills
Posted January 10, 2025

Does It Matter that Governing Law and Severability Provisions are Rarely Included in Wills?

Question: Trusts often include provisions similar to these: Governing law: This document is governed by the laws of [name of state]. Severability: If any part of this document is invalid or [...]

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 What’s the Difference Between Per Stirpes and Per Capita?
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By Harry Margolis
In Revocable Trusts, Wills
Posted January 8, 2025

What’s the Difference Between Per Stirpes and Per Capita?

Question: What is the difference between a per stirpes and a per capita distribution of an estate? Response: It’s always confusing when lawyers or their documents use Latin words. You may [...]

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 Are There Capital Gains on Sale of Property in Revocable Trust After Grantor’s Death?
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By Harry Margolis
In Probate, Real Estate, Revocable Trusts
Posted November 27, 2024

Are There Capital Gains on Sale of Property in Revocable Trust After Grantor’s Death?

Question: Are There Capital Gains on Sale of Property in Revocable Trust After Grantor’s Death? My last surviving parent passed away in Massachusetts in December  2022. He held two [...]

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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

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