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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: "schedule of beneficiaries"
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 Must the Beneficiaries of a Nominee Realty Trust Sign the Schedule of Beneficiaries?
0
By Harry Margolis
In Real Estate, Revocable Trusts
Posted January 24, 2024

Must the Beneficiaries of a Nominee Realty Trust Sign the Schedule of Beneficiaries?

Question: In Massachusetts, does the schedule of beneficiaries have to be signed by the beneficiaries? Response: Typically, yes. But there’s actually no law on this. So the answer depends [...]

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0
By Harry Margolis
In Real Estate, Revocable Trusts
Posted December 29, 2022

How Should Nominee Realty Trust be Changed when One Property is Deeded Out?

Question: About 15 years ago, my Dad, my brother and I quitclaimed our share of four properties into a nominee trust in Massachusetts. My sister didn’t put her share into the trust. The four [...]

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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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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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