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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: "trust beneficiary"
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 Can Trustees of My Trust Require that I Give Them My Medical Records?
0
By Harry Margolis
In Special Needs Planning, Trustee
Posted October 25, 2023

Can Trustees of My Trust Require that I Give Them My Medical Records?

Question: Do the trustees of my dad’s legacy trust need my medical records, along with my benefits letter? Response: Perhaps, though that does sound a bit intrusive. While I haven’t seen the [...]

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 How Can I Find Out If I’m a Beneficiary of a Trust?
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By Harry Margolis
In Revocable Trusts
Posted February 14, 2021

How Can I Find Out If I’m a Beneficiary of a Trust?

Question: My uncle passed away in September of 2024. According to his son, I am named in the trust as a beneficiary. (I have received nothing from Wells Fargo to say whether this is true or not.) [...]

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 How to Deal with a Troublesome Trust Beneficiary
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By Harry Margolis
In Revocable Trusts
Posted April 19, 2019

How to Deal with a Troublesome Trust Beneficiary

Question: I am trustee for two trusts with my brother as beneficiary. The trusts require that I distribute 3% of the combined trusts’ value each year with discretion to distribute more. He [...]

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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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