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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: "executor"
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By Harry Margolis
In Probate
Posted September 25, 2023

Can I Use Niece’s Inheritance to Pay Off Her Student Loans?

Question: I am the executor of my brother’s estate. My niece and I do not agree on one issue: her student loans. I spoke with a close family friend last night. We both agree that my brother [...]

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 Who is Responsible for Maintaining Bank Records of Decedent?
0
By Harry Margolis
In Probate
Posted December 5, 2022

Who is Responsible for Maintaining Bank Records of Decedent?

Question: Who is responsible for keeping the bank records of the deceased, the executrix or professional fiduciary? Response: The executrix (also known as the “personal [...]

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 What’s the Best Way to Amend a Will?
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By Harry Margolis
In Wills
Posted December 13, 2020

What’s the Best Way to Amend a Will?

Question: I am attempting to help a friend add an addendum to his will for the purpose of naming a person to dispose of his personal household contents. He has a trustee named for his trust but [...]

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 What Fee Can an Executor or Personal Representative Charge?
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By Harry Margolis
In Probate, Trustee
Posted May 28, 2020

What Fee Can an Executor or Personal Representative Charge?

Question: As a named trustee, I believe my duties will be to liquidate property and other assets, file final taxes, and distribute the estates funds to the beneficiaries. If so, I am looking for [...]

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 Who Can Serve as My Agent If My Children and Family are Estranged?
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By Harry Margolis
In Durable Powers of Attorney, Wills
Posted January 17, 2020

Who Can Serve as My Agent If My Children and Family are Estranged?

Question: Who can I name to take care of my estate if my children and family are estranged from me and I don’t have any friends I would trust to handle things? What are my options here? [...]

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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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