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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: "qualified terminable interest property"
Home /
 Should QTIP Trust have Independent Trustee?
0
By Harry Margolis
In Estate and Gift Taxes, Revocable Trusts
Posted March 24, 2023

Should QTIP Trust have Independent Trustee?

Question: If we have QTIP trusts in our joint revocable trust to protect a surviving spouse from a second marriage gold digger or second marriage divorce, can the surviving spouse serve as the [...]

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 How Can Husband Leave Trust for Wife, Then for Sibling?
0
By Harry Margolis
In Estate and Gift Taxes, Second Marriages
Posted November 18, 2022

How Can Husband Leave Trust for Wife, Then for Sibling?

Question: How can someone, with a house, a rental house and investments altogether worth $4 million, plan for both a stepped-up in basis and the full federal estate tax exemption without allowing [...]

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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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