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dollarbender.com

Month: March 2019

Articles created in the month of March 2019

Living Trust Investing: Income Considerations when the Grantor Dies

Posted on March 21, 2019 by Todd Marvel
When the grantor of a living trust expires, the trustee (particularly a relative or close friend) sometimes feels reluctant to revise the portfolio, believing it is an affront to the wishes of the deceased.After all, if the investments were sound throughout life, they need to be sound enough upon her or his death.While the basic values of these investments are definitely the same, several circumstances have changed and have to be dealt with...