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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: "non-judicial settlement agreement"
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 How Can We Allocate Our Mother’s Estate Differently from What Her Will Says?
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By Harry Margolis
In Retirement Plans, Wills
Posted December 6, 2023

How Can We Allocate Our Mother’s Estate Differently from What Her Will Says?

Question: My sister and I are 50-50 beneficiaries of our mom’s will. Her assets include a house ($250K) and an IRA ($250K). My sister would like to live in the house. I realize the IRA will [...]

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 Can Trustee Sell House in Which the Beneficiary is Living?
0
By Harry Margolis
In Irrevocable Trusts
Posted October 1, 2021

Can Trustee Sell House in Which the Beneficiary is Living?

Question: I am trustee for a family trust and insurance trust for the benefit of my brother. My brother tried to have me removed as trustee several years ago. His actions were unwarranted and I [...]

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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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