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Harry Margolis book: The Baby Boomers Guide to Trusts: Your All-Purpose Estate Planning Tool

The Baby Boomers Guide to Trusts

Do you have a trust, but don’t really understand how it works?

Whether you’re creating a plan, managing a trust, or are a beneficiary of a trust, this book is your roadmap.

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I am an avid listener of your podcast. I am also devouring your new book. My wife kids me that I am always carrying it these days. (even reading during the Pats game) Thank you for sharing all your knowledge.”

– Frank Sweeney

Harry’s Estate Planning Tips

How Are Non-Grantor Irrevocable Trusts Taxed?

Question: How is different income taxed in non-grantor trusts? For example, are capital gains taxed as income or at capital gains rates? Interest? Dividends? What is taxed and then considered part of the corpus? Response: Non-grantor trusts are irrevocable since all revocable trusts are grantor trusts by definition. Irrevocable trusts are considered grantor trusts if […]

Ask Harry Margolis: Answers to your estate planning questions so you can take care of your family and yourself

Who is Harry?

Harry Margolis, Esq. has been representing seniors, individuals with special needs and their families since 1987.

Since then, he and his firm as a whole have helped thousands of clients pay for long-term care, grapple with the incapacity of a family member, and plan for safe and productive futures for their children and grandchildren.

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