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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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Tag Archives for: "beneficiaries"
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 How Can I Get a Successor Trustee to take Over?
0
By Harry Margolis
In Revocable Trusts, Trustee
Posted August 26, 2019

How Can I Get a Successor Trustee to take Over?

Question: What is the procedure for a trustee who has successor rights to take over as trustee? Response: Typically, the named successor trustee to a trust does not take over until the existing [...]

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 Do I Really Need a Trust if I’m Single and Have No Children?
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By Harry Margolis
In Revocable Trusts
Posted June 18, 2019

Do I Really Need a Trust if I’m Single and Have No Children?

Question: I am 72 years old. I have approximately $900,000 in assets… virtually all are in bank accounts and mutual funds/stocks (with appropriate beneficiaries). I am single, without [...]

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 What IRS Forms are Necessary for Share of Estate Going to Dual-National Beneficiary?
0
By Harry Margolis
In Estate and Gift Taxes, Probate
Posted September 14, 2018

What IRS Forms are Necessary for Share of Estate Going to Dual-National Beneficiary?

Question: I am the executor of my mother’s estate, which calls for her assets to be divided between her five children. My mother’s property has been sold and all distributions will be [...]

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 What is a Revocable Trust and Why Would You Want One?
0
By Harry Margolis
In Revocable Trusts
Posted March 10, 2017

What is a Revocable Trust and Why Would You Want One?

Over my decades of practice, I have become a strong proponent of revocable trusts as a means to avoid probate and, more importantly, to provide for asset management in the event of incapacity. [...]

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  • Irrevocable Trusts (52)
  • Long-Term Care Planning (173)
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  • Probate (38)
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  • Revocable Trusts (102)
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  • Special Needs Planning (70)
  • Trustee (52)
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Putting off planning your estate?

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Putting off planning your estate?

This simple-yet-comprehensive guide provides everything you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book

Read Sample Chapters

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