Should Estate Plan with Various Businesses and Beneficiaries Include a Trust?
April 25, 2022
Question: I’m 65, collecting Social Security, own a condo, and own a building in which I operate a restaurant. The restaurant pays rent to an
Question: I’m 65, collecting Social Security, own a condo, and own a building in which I operate a restaurant. The restaurant pays rent to an
Question: How are revocable trusts taxed? Response: Revocable trusts, also often called “living” trusts, are taxed to the grantor — the person who created the
Question: If a house is inadvertently omitted from being transferred into my revocable living trust, is there a set aside procedure at my death or
Question: My wife and I have separate trusts made in Colorado in 2014. We moved to Missouri in 2015. I don’t want to pay for
Question: I have investments with Edward Jones on which the beneficiaries have already been named. Do these have to be listed in my will or
Question: Our home loan is paid off. We have our home in a trust for our children to receive in the event of our death.
Question: What subjects in a last will are interchangeable within all states? If I move frequently due to my company, is there anything on my
Question: I am 72 years old. I have approximately $900,000 in assets… virtually all are in bank accounts and mutual funds/stocks (with appropriate beneficiaries). I
Question: Can a family member trustee be denied some or all of his fee for refusing to administer the trust as put forth in the
Question: How Do You Report the Income on a Nominee Realty Trust Are Nominee Trusts (or Realty Trusts) revocable by nature? Since they don’t require