Planning for Life

7 Issues to Consider When Choosing a Trustee

Posted by Harry S. Margolis on June 3, 2014

By Harry S. Margolis

Read More

Topics: trusts, Estate Planning

The 3 Pitfalls of Joint Ownership for Estate Planning

Posted by Harry S. Margolis on April 15, 2014

By Harry S. Margolis

Read More

Topics: trusts, Estate Planning

Beware Beneficiary Designations - Massachusetts Estate Planning

Posted by Harry S. Margolis on March 25, 2014

By Harry S. Margolis

Read More

Topics: trusts, Estate Planning, Retirement Planning

9 (Potential) Problems with Your Trust - Massachusetts

Posted by Harry S. Margolis on December 3, 2013

By Harry S. Margolis

Read More

Topics: trusts, asset protection, Estate Planning, Retirement Planning

How Can Family Cohabiting and House Ownership Work?

Posted by Harry S. Margolis on November 19, 2013

By Harry S. Margolis

Read More

Topics: trusts, long-term care planning, Estate Planning

Who Should You Choose as Trustee of a Special Needs Trust?

Posted by Christina T. Vidoli on October 2, 2013

By Christina T. Vidoli

Read More

Topics: trusts, special needs planning

Special Needs Trustees Beware!

Posted by Harry S. Margolis on August 13, 2013

By Harry S. Margolis

Read More

Topics: trusts, special needs planning

What Taxes do Trusts Pay?

Posted by Harry S. Margolis on July 2, 2013

By Harry S. Margolis

Read More

Topics: trusts

Trust Means What It Says -- Massachusetts

Posted by Harry S. Margolis on January 9, 2013

By Harry S. Margolis

Read More

Topics: trusts

Trustee Beware -- Fee Petition Turned Down

Posted by Harry S. Margolis on December 16, 2012

By Harry S. Margolis

Read More

Topics: trusts, special needs planning

Subscribe to New Blog Posts

Recent Posts

Most Popular Posts

Posts by Topic

see all