Can Trust Make Monthly Distributions to Beneficiary?
November 29, 2023
Question: I just finished reading your book “The Baby Boomers Guide to Trusts,” and the information is very good. I am the trustee of a
Question: I just finished reading your book “The Baby Boomers Guide to Trusts,” and the information is very good. I am the trustee of a
Question: This question is about an issue that seems to be rarely discussed. In my state, one of the standard powers of an agent under
Question: I have no immediate family nor close friends. I do have some distant cousins and a biological son who was adopted at birth. I’m
Question: I created a living revocable trust and sold a house that was in the trust. The purchase price was $115,000 and we made improvements
Question: I am the executor for my 89-year-old aunt in NYC. She recently spoke with a lawyer about updating her will and he recommended creating
Question: We are elderly married Massachusetts residents, and we own our home tenants by the entirety. We would like to put our home in a
Question: My mother appointed me (her daughter) as co-trustee to serve with her. Under “Additional General Provisions regarding Fiduciaries”, it states “Except to the extent,
Question: I have a rental property that I want to put into a revocable trust. For tax purposes, can the rental income and expenses still
Question: Should I Name My Friends as Successor Trustees or Co-Trustees? If I do a trust, does anything in my life have to change? What
Question: If a trustee creates a trust in Wisconsin, and the trust says the laws of Wisconsin will be used for its interpretation and administration,