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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: "realty trust"
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 What Do We Do If Schedule of Beneficiaries for Realty Trust is Missing?
0
By Harry Margolis
In Real Estate
Posted October 14, 2022

What Do We Do If Schedule of Beneficiaries for Realty Trust is Missing?

Question: The schedule of beneficiaries on our nominee realty trust is missing. I am the trustee and want to sell property. Proceeds are directed to go to a church. I can’t seem to get a straight [...]

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 How Can My Wife and I Protect Home in Realty Trust for Our Children?
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By Harry Margolis
In Asset Protection, Long-Term Care Planning, Revocable Trusts
Posted January 5, 2018

How Can My Wife and I Protect Home in Realty Trust for Our Children?

Question: My house is in a Realty Trust, set up by myself and my wife. How can I be sure that my children will always have access to this house? Response: Realty trusts are a method of owning [...]

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  • Asset Protection (34)
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  • Durable Powers of Attorney (43)
  • Estate and Gift Taxes (55)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (49)
  • Long-Term Care Planning (170)
  • Non-Traditional Families (16)
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  • Practical Matters (15)
  • Probate (37)
  • Property in Other Countries (4)
  • Real Estate (66)
  • Retirement Plans (19)
  • Revocable Trusts (98)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (68)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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