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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: "liability"
Home /
 What do Trust Protectors Charge?
0
By Harry Margolis
In Revocable Trusts
Posted November 26, 2019

What do Trust Protectors Charge?

Question; What is a standard trust protector fee? Is it paid every year or only when the protector’s services are requested? Response: Typically, trust protectors are either family members [...]

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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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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (41)
  • Estate and Gift Taxes (47)
  • Guardianship and Conservatorship (3)
  • Health Care Directives (12)
  • Irrevocable Trusts (39)
  • Long-Term Care Planning (151)
  • Non-Traditional Families (14)
  • Non-US Citizens (19)
  • Pets (3)
  • Practical Matters (15)
  • Probate (26)
  • Property in Other Countries (4)
  • Real Estate (50)
  • Retirement Plans (15)
  • Revocable Trusts (92)
  • Second Marriages (10)
  • Social Security (17)
  • Special Needs Planning (63)
  • Trustee (51)
  • Vacation Homes (3)
  • Wills (42)
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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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Read Sample Chapters

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