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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: "income taxes"
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 Can a Trustee be Paid as a Gift and Not Incur Income Taxes?
0
By Harry Margolis
In Probate, Revocable Trusts, Trustee
Posted November 22, 2019

Can a Trustee be Paid as a Gift and Not Incur Income Taxes?

Question: My wife’s sister is trustee of their deceased dad’s estate which totals about $700,000. There are four equal sibling beneficiaries, including the trustee. The trustee is [...]

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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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  • Irrevocable Trusts (52)
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This simple-yet-comprehensive guide provides everything you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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