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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 protector"
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 What is a Trust Protector and When Should They Be Used?
0
By Harry Margolis
In Irrevocable Trusts
Posted October 11, 2021

What is a Trust Protector and When Should They Be Used?

Question: Would you please explain the role of a Trust Protector and when they should be utilized? Thank you very much. PS: I found your book to very informative. Response: Thank you for your [...]

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 What do Trust Protectors Charge?
3
By Harry Margolis
In Revocable Trusts
Posted November 26, 2019

What do Trust Protectors Charge?

Question; What is a standard trust protector fee? Is it paid every year or only when the protector’s services are requested? Response: Typically, trust protectors are either family members [...]

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 Does a Living Trust Need a Trust Protector?
0
By Harry Margolis
In Revocable Trusts
Posted November 22, 2019

Does a Living Trust Need a Trust Protector?

Question: Is a living trust required to include a Trust Protector? Response: No. Trust protectors are typically used in irrevocable trusts, rather than revocable ones, and even then they’re [...]

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 When is a Trust Protector Needed and What is Their Function?
2
By Harry Margolis
In Asset Protection, Revocable Trusts, Special Needs Planning
Posted January 12, 2019

When is a Trust Protector Needed and What is Their Function?

                                                  Historically, trusts [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (43)
  • Estate and Gift Taxes (55)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (49)
  • Long-Term Care Planning (170)
  • Non-Traditional Families (16)
  • Non-US Citizens (23)
  • Pets (3)
  • Practical Matters (15)
  • Probate (37)
  • Property in Other Countries (4)
  • Real Estate (66)
  • Retirement Plans (19)
  • Revocable Trusts (98)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (69)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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This simple-yet-comprehensive guide provides everything you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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Read Sample Chapters

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