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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: "investment management"
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 Should We Pull All Our Money Out of Our Retirement Plans?
0
By Harry Margolis
In Retirement Plans
Posted February 9, 2021

Should We Pull All Our Money Out of Our Retirement Plans?

Question: My husband is 77 and I also will be 77 in five days. What if we pulled all our money out of my husband’s 401(k) (~$200,000) and my IRA (~$30,000) and put the cash into our home [...]

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 Is a Trustee Entitled to Compensation?
2
By Harry Margolis
In Trustee
Posted February 14, 2020

Is a Trustee Entitled to Compensation?

Yes, trustees are entitled to compensation. After all, they perform important services with a high degree of responsibility and potential liability. Nevertheless, when family members serve as [...]

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 What Would a Bank Trustee Charge for a Simple Trust with Quarterly Distributions?
0
By Harry Margolis
In Revocable Trusts, Trustee
Posted October 18, 2019

What Would a Bank Trustee Charge for a Simple Trust with Quarterly Distributions?

Question: What would be the typical cost of a bank administering a trust set up with quarterly distributions that could last 10 years? Response: It depends largely on the amount you will have in [...]

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  • Asset Protection (34)
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  • Durable Powers of Attorney (44)
  • Estate and Gift Taxes (56)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (52)
  • Long-Term Care Planning (173)
  • Non-Traditional Families (16)
  • Non-US Citizens (27)
  • Pets (4)
  • Practical Matters (15)
  • Probate (38)
  • Property in Other Countries (5)
  • Real Estate (69)
  • Retirement Plans (19)
  • Revocable Trusts (102)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (70)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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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

Get the Book

Read Sample Chapters

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