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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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Tag Archives for: "realty trust"
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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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 What Do We Do If Schedule of Beneficiaries for Realty Trust is Missing?
1
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?
2
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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This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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(An Amazon Prime Reading selection)

Read Sample Chapters

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