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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: "trustee decisionmaking"
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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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 Do Both Co-Trustees Have to Sign All Trust Checks?
0
By Harry Margolis
In Revocable Trusts
Posted June 9, 2023

Do Both Co-Trustees Have to Sign All Trust Checks?

Question: My mother appointed me (her daughter) as co-trustee to serve with her. Under “Additional General Provisions regarding Fiduciaries”, it states “Except to the extent, if [...]

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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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