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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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Archives

Tag Archives for: "estate distribution"
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 What’s the Next Step in Probate Administration After Liquidating Stock Holding?
0
By Harry Margolis
In Probate
Posted November 6, 2024

What’s the Next Step in Probate Administration After Liquidating Stock Holding?

Question: My deceased brother had $100,000 in UPS stock. As the administrator of his estate, I liquidated the stock and placed the proceeds in an account for distribution to the heirs. What would [...]

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0
By Harry Margolis
In Irrevocable Trusts
Posted January 10, 2024

Can Trustee Make Partial Distribution When One Beneficiary Has Not Signed Release?

Question: Can Trustee Make Partial Distribution When One Beneficiary Has Not Signed Release? I am co-trustee of my parents’ trusts. All the funds have been at the same bank from the time [...]

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2
By Harry Margolis
In Irrevocable Trusts, Probate
Posted July 5, 2023

When is It Safe to Make a Final Distribution from My Mother’s Trust?

Question: I am the trustee for my mother’s irrevocable trust. She passed in 2020. All the assets in the trust have been distributed to the four beneficiaries. The only asset remaining is a [...]

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 How Should Property be Distributed When Dad Moves to Assisted Living?
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By Harry Margolis
In Long-Term Care Planning, Probate
Posted January 9, 2023

How Should Property be Distributed When Dad Moves to Assisted Living?

Question: I just read a story about Mary Jane’s estate which was divided among four siblings.  Our family also has four siblings. The difference is that our father is still living but has to move [...]

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 Should We Liquidate or Distribute Trust Investments after Grantor’s Death?
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By Harry Margolis
In Probate, Revocable Trusts
Posted December 19, 2022

Should We Liquidate or Distribute Trust Investments after Grantor’s Death?

Question: I am the trustee for mother’s revocable trust containing close to $500,000 in mutual funds, cash and some stocks. There are six equal beneficiaries. Should we liquidate the funds and [...]

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 How Should I Word Will to Direct Sale and Distribution of All Assets?
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By Harry Margolis
In Wills
Posted September 6, 2022

How Should I Word Will to Direct Sale and Distribution of All Assets?

Question: I would like to put some type of wording in our will that says all assets (IRAs, Retirements, Pensions, stocks/bonds and houses be sold and distributed equally between our family and [...]

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 What’s the Best Method to Distribute Tangible Personal Property in an Estate?
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By Harry Margolis
In Probate
Posted April 28, 2020

What’s the Best Method to Distribute Tangible Personal Property in an Estate?

Question: I read your article on 724 Items, Not Counting Linens and Jewelry and found it very interesting. I have two questions: 1) Why were the jewelry, silverware, and gold coins left out of [...]

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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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