• take action: Plan Your Estate
  • Ask a Question

    Ask Harry a Question

    • This field is for validation purposes and should be left unchanged.

    Close
  • Books
  • Podcasts
  • Guides
  • Subscribe

    Subscribe to the Ask Harry blog

    Loading
    Close
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.
  • Ask a Question

    Ask Harry a Question

    • This field is for validation purposes and should be left unchanged.

    Close
  • Books
  • Podcasts
  • Guides
  • Subscribe

    Subscribe to the Ask Harry blog

    Loading
    Close

Archives

Tag Archives for: "beneficiary"
Home /
 Should Estate Reimburse Beneficiaries for Income Taxes Incurred?
0
By Harry Margolis
In Probate
Posted March 24, 2020

Should Estate Reimburse Beneficiaries for Income Taxes Incurred?

Question: A distribution was made from the liquidation of an annuity in an estate in 2019. The estate income tax rate is 35.7% and  and the beneficiary who received the distribution and therefore [...]

READ MORE
 What does “Contest” Mean in a No-Contest Clause?
0
By Harry Margolis
In Revocable Trusts, Trustee, Wills
Posted February 25, 2020

What does “Contest” Mean in a No-Contest Clause?

Question: In trust documents, my cousin, the settlor, specifically has a clause that states I can eliminate any beneficiary that contests. I did remove one beneficiary. He is now suing me, saying [...]

READ MORE
 What Will an Institutional Trustee Charge for Closing our Trust?
0
By Harry Margolis
In Revocable Trusts, Trustee
Posted August 23, 2019

What Will an Institutional Trustee Charge for Closing our Trust?

Question: Are beneficiaries of a trust governed by Indiana law, but administered by an entity in Ohio, permitted to get written information from that institution with specific regard to [...]

READ MORE
 Who Should Serve as Professional Trustee of Special Needs Trust?
0
By Harry Margolis
In Special Needs Planning, Trustee
Posted April 12, 2019

Who Should Serve as Professional Trustee of Special Needs Trust?

Question: We have a Supplemental Needs Trust for our older son (25 years old). We have named a younger son (23 years old) as the trustee and a friend (60 years old) as a co-trustee that our [...]

READ MORE
 Can I Take Out a Mortgage on a Home in a Trust?
0
By Harry Margolis
In Revocable Trusts
Posted July 20, 2018

Can I Take Out a Mortgage on a Home in a Trust?

Question: My home is in a trust set up by my mother with me as beneficiary. I don’t have a mortgage but the house needs serious remodeling/upgrades as it is a 1986 model. Can I take out a [...]

READ MORE
 A Life Insurance Primer
0
By Harry Margolis
In Practical Matters
Posted July 21, 2017

A Life Insurance Primer

Life insurance can be important tool in financial and estate planning. It can be used to ensure that your loved ones have an inheritance if you pass away at an early age or, in the alternative, [...]

READ MORE
Categories
  • Asset Protection (37)
  • Charitable Giving (11)
  • Durable Powers of Attorney (52)
  • Estate and Gift Taxes (69)
  • Guardianship and Conservatorship (10)
  • Health Care Directives (14)
  • Housing and Urban Development (HUD) (1)
  • Irrevocable Trusts (76)
  • Long-Term Care Planning (192)
  • Non-Traditional Families (17)
  • Non-US Citizens (40)
  • Pets (6)
  • Practical Matters (17)
  • Probate (64)
  • Property in Other Countries (6)
  • Real Estate (117)
  • Retirement Plans (25)
  • Revocable Trusts (144)
  • Second Marriages (12)
  • Social Security (20)
  • Special Needs Planning (97)
  • Trustee (55)
  • Vacation Homes (5)
  • Wills (68)
© All Rights Reserved  |  Privacy Policy

Start typing and press Enter to search

Wondering if a trust makes sense for you?

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

Get the Book
(An Amazon Prime Reading selection)

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Read Sample Chapters

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

subscribe