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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 reformation"
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 What Can Trustee Do About Difficult Beneficiary?
3
By Harry Margolis
In Irrevocable Trusts
Posted September 2, 2022

What Can Trustee Do About Difficult Beneficiary?

Question: I am trustee for a 65-year-old sibling. There are two remainder beneficiaries who are my adult children. My sibling has not shown the ability to handle his finances wisely, thus my [...]

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 What is Required for a Nonjudicial Trust Settlement in Massachusetts?
0
By Harry Margolis
In Irrevocable Trusts
Posted August 1, 2022

What is Required for a Nonjudicial Trust Settlement in Massachusetts?

Question: I have just read all your posts regarding irrevocable trusts. They were very significantly informative! Thank you. I am one of two co-trustees of an irrevocable trust (in [...]

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 How Can We Change a Flawed Trust?
0
By Harry Margolis
In Revocable Trusts, Special Needs Planning
Posted July 13, 2018

How Can We Change a Flawed Trust?

Question: I am trustee for several trusts for a difficult and irresponsible beneficiary. I would like to appoint a successor trustee in case of my death or inability to serve. However, I have [...]

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 What is the Difference Between a Revocable and an Irrevocable Trust?
0
By Harry Margolis
In Irrevocable Trusts, Revocable Trusts
Posted February 16, 2018

What is the Difference Between a Revocable and an Irrevocable Trust?

Question: What is the difference between a revocable and an irrevocable trust? Response: Sometimes legal language is straightforward, even if usually it’s not. A revocable trust may be [...]

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  • Irrevocable Trusts (52)
  • Long-Term Care Planning (173)
  • Non-Traditional Families (16)
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  • Practical Matters (15)
  • Probate (38)
  • Property in Other Countries (5)
  • Real Estate (69)
  • Retirement Plans (19)
  • Revocable Trusts (102)
  • Second Marriages (11)
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  • Special Needs Planning (70)
  • Trustee (52)
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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

Get the Book

Read Sample Chapters

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