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    1. K

      Estate Planning for unmarried couple

      My partner and I have been together for over 27 years and have one adult and one minor child...but we've never been married, and have no plans to. I'm kind of at the age where estate planning seems to be an appropriate idea. So, we live in a house which is under my name, but we pay a mortgage...
    2. K

      Trust question

      Looks like it. There are conditions set out in the trust which I meet in full and which the trustees has never disputed, and have only periodically requested proof of which I've been happy to furnish whenever they've asked. But otherwise that is the only guiding language in the document other...
    3. K

      Trust question

      I did get a copy of the trust and it merely names me as beneficiary if the Grantor is survived by me, and says "...the TRUSTEE shall pay to or for the benefit of said BENEFICIARY so much of the income and so much of the principle as the Trustee deems appropriate during the lifetime of the...
    4. K

      Trust question

      I'm going to ask for a copy of the trust, if only as a tool to help guide future requests. Dandy Don...it's irrevocable since my father passed in 2006. I did figure out what the "Miscellaneous Disbursements" were...it was used to pay "Federal Fiduciary Estimated Tax" ($5350.00), "State...
    5. K

      Trust question

      I do not have a copy of the trust. I’ve never had any dissatisfaction with how the trust was managed until it was moved to NH, and it began to lose money. After 5 years being managed by a NH branch it has almost regained the market value it had upon being transferred to NH. But I am the only...
    6. K

      Trust question

      Perhaps I should ask for more. But I have the feeling it would be denied. Just today I got an email from the trust manager indicating that a request had been approved, but the trust committee feels that it's an expense that I should be able to cover with the monthly stipend disbursed to me...
    7. K

      Trust question

      The ones made other than to myself...fees, etc.
    8. K

      Trust question

      "Payments To Or For Beneficiaries" was $14,512.19 to me About $200 less than the other disbursements. Even giving the benefit of the doubt on the "Miscellaneous Disbursements" perhaps being a tax payment out or something of that nature, they're charging $2700 a month with no growth happening...
    9. K

      Trust question

      Honestly I never asked my father about any of that stuff, nor did I ever ask the bank for a copy of the trust. I realize that was a mistake on my part, along with not really paying attention to what the bank was doing. They could have parked the $2.2M in one of their own high-interest accounts...
    10. K

      Trust question

      My father wisely put the money in a trust because at the time it was written years ago, I was a touring musician in my 20's (I'm 45 now) without much in the way of life skills who had lost all other family members tragically early. There wasn't anybody left when he passed to keep an eye on me...
    11. K

      Trust question

      I'm debating on whether to ask for a copy of the trust or not...since the management of the trust moved to NH I've gotten a very strong impression from the bank that they would be delighted to cut me off from the trust and I'm really hesitant to do anything provocative. I mean honestly I feel...
    12. K

      Trust question

      I am the beneficiary of a trust set up by my late father...I am the only living beneficiary, although upon my death any money remaining will revert to Yale University. After my father's estate was settled by the bank in Massachusetts that is acting as a trustee and the trust was funded by his...
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