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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: "nominee realty trust taxes"
Home /
 Should I Transfer House Out of Trust Before Selling It?
0
By Harry Margolis
In Real Estate, Revocable Trusts
Posted July 31, 2024

Should I Transfer House Out of Trust Before Selling It?

Question: I am the sole trustee and sole beneficiary of my deceased (2022) mom’s revocable realty trust. The property is located in Massachusetts. I live in Rhode Island. I have decided to [...]

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 How Do I Report Capital Gain on Sale of House in Realty Trust?
0
By Harry Margolis
In Irrevocable Trusts, Real Estate
Posted May 1, 2024

How Do I Report Capital Gain on Sale of House in Realty Trust?

Question: My mother, a Massachusetts resident, passed away in October 2022. She had an irrevocable trust, established June 2011. The only asset in the trust was her home, which was held in [...]

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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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