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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: "successor trustees"
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 Should I Name My Friends as Successor Trustees or Co-Trustees?
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By Harry Margolis
In Revocable Trusts
Posted April 10, 2023

Should I Name My Friends as Successor Trustees or Co-Trustees?

Question: If I do a trust, does anything in my life have to change? What if  I appoint two friends to be in charge of the trust? Also, can I  make sure they get compensated from the trust? [...]

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 What Happens when a Trustee Becomes Incapacitated?
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By Harry Margolis
In Revocable Trusts, Trustee
Posted November 10, 2017

What Happens when a Trustee Becomes Incapacitated?

Question: If a person sets up a trust and she becomes incapable as a result of Alzheimer’s disease, is it possible that her three sons, who are the trustee and beneficiaries after her [...]

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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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