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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: "probate administration"
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 What’s the Next Step in Probate Administration After Liquidating Stock Holding?
0
By Harry Margolis
In Probate
Posted November 6, 2024

What’s the Next Step in Probate Administration After Liquidating Stock Holding?

Question: My deceased brother had $100,000 in UPS stock. As the administrator of his estate, I liquidated the stock and placed the proceeds in an account for distribution to the heirs. What would [...]

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 How Do Estate Expenses Get Paid If All Funds are In Trust?
0
By Harry Margolis
In Revocable Trusts
Posted September 25, 2024

How Do Estate Expenses Get Paid If All Funds are In Trust?

Question: I have a joint revocable living trust with spouse. Under its terms, when the surviving spouse passes, the trust becomes irrevocable with a corporate trustee appointed to provide [...]

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 How Will Capital Gain in Estate be Treated for Tax Purposes?
0
By Harry Margolis
In Probate
Posted January 7, 2022

How Will Capital Gain in Estate be Treated for Tax Purposes?

Question: I am the executor of an estate. There are stocks in the estate but the estate totals $1.8 million, thus under the federal estate tax threshold. The stock value at time of death in May [...]

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 Should Executor Sell Stock in Estate or Distribute Shares to Beneficiaries?
27
By Harry Margolis
In Probate
Posted August 11, 2021

Should Executor Sell Stock in Estate or Distribute Shares to Beneficiaries?

Question: My mother is 96 and has most of her assets in stocks. She has five children and wants to divide the assets in five equal parts. I am currently named as the executor of her estate. How [...]

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0
By Harry Margolis
In Probate, Revocable Trusts
Posted June 21, 2021

As Trustee Should I Distribute Investments or Liquidate them to Distribute Cash?

Question: My question is about appreciating assets (stock, mutual funds, etc.) in my mother’s living revocable trust. My mother died in February 2021 at the age of 91 and she was the [...]

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 Does Your State Have Estate or Inheritance Taxes?
4
By Harry Margolis
In Estate and Gift Taxes
Posted May 12, 2017

Does Your State Have Estate or Inheritance Taxes?

While it’s unlikely that your estate will be subject to federal estate taxes given the $12.06 million threshold (in 2022), it may well have to pay state estate or inheritance taxes. Whereas [...]

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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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