Archive for August, 2008

family trust
Tim S asked:


The executor is also my brother-in-law and I am wondering if my sister and he can change the nature of my father`s original intent.

Roseanne Tiffin
family trust
Y2K asked:


What say does the Trustee and other Beneficiaries have in the Beneficiary’s business? And is it better for the Beneficiary to have his own Business trust?

Jennell Dolder
family trust
Rhiannon asked:


I am having trouble obtaining one from the executor.

Jarvis Fargo
family trust
April asked:


I married a widower (I’m 36 & he’s 43) 2 yrs ago. He has 2 kids (ages 7 & 11) from his previous marriage. I have bonded with the kids and take care of our family (housework, cooking, etc… ) and work F/T. We have a great relationship but I am bothered that my he has all assets in the family trust (separate savings, house, retirement, investments, etc…) and I have not been included. The only thing we have invested together is is a joint checking that both our paychecks go in and out of for bills, plus a joint savings for which I am the only contributor. Whenever he gets extra money he puts it in the trust account. Is this okay? It just makes me feel that he doesn’t consider me a true member of the family. I’ve tried to bring it up (feel awkward when I do) but he says it would not matter I’m not in the trust because we are married. Am I wrong to feel he should be contributing to our joing savings or at least include me in the family trust?
Extra money such as work bonuses, selling a household item (furniture) or car, etc…

Suanne Morgenroth
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August 2008
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