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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: "investment companies"
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 What Can We Do When Investment Company Won’t Pay Out to Beneficiaries on Account?
0
By Harry Margolis
In Probate
Posted December 31, 2025

What Can We Do When Investment Company Won’t Pay Out to Beneficiaries on Account?

Question: My mother passed away earlier this year leaving a living trust that says that everything should be split between with my brother and myself 50/50. Now my question: How long should an [...]

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 Problems with Non-US Owners of US Investment Accounts
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By Harry Margolis
In Non-US Citizens, Revocable Trusts
Posted January 25, 2019

Problems with Non-US Owners of US Investment Accounts

Question: My two sons are British citizens living in the United Kingdom. They are beneficiaries of my trust here in the United States. How can they claim or receive the money? There’s no [...]

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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