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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 fee"
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 Can Trustee Fee Be Contributed to IRA?
0
By Harry Margolis
In Retirement Plans, Trustee
Posted January 16, 2023

Can Trustee Fee Be Contributed to IRA?

Question: Is the trustee fee I received income that I can use to calculate my IRA contribution in the same year? Response: Yes, it is earned income that must be reported on your tax return and, [...]

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 Can I Charge a Management Fee for Property in Trust When I’m the Trustee?
0
By Harry Margolis
In Irrevocable Trusts
Posted October 4, 2021

Can I Charge a Management Fee for Property in Trust When I’m the Trustee?

Question: I have been trustee of my father’s trust since 12-24-18 to present. I have taken care of contacting all companies, paying bills, remodeling and repairing, banking, etc. The house [...]

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 What is a Standard Trustee Fee?
38
By Harry Margolis
In Revocable Trusts, Trustee
Posted December 8, 2017

What is a Standard Trustee Fee?

Standard Trustee Fee: If no fee is mentioned in the trust documents, what would be a reasonable amount for a routine administration of the trust (percentage and/or amount)? Answer: Trustees are [...]

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  • Asset Protection (34)
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  • Durable Powers of Attorney (43)
  • Estate and Gift Taxes (55)
  • Guardianship and Conservatorship (5)
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  • 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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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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Read Sample Chapters

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