Will Bequest to French Citizen be Subject to French Inheritance Taxes?

Question: My wife and I have an estate worth just less than the current federal estate tax limit, so I do not worry about US estate taxes. We have no children and plan to have a family member as executor. Upon death, we plan to have our assets collected and sold, which include property, brokerage […]

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Harry’s Estate Planning Tips

By Harry Margolis

In Long-Term Care Planning, Real Estate

Posted November 17, 2020

Does Step-Up in Basis at Death of Joint Owner Apply Only to Her Half of Real Estate?

Question: Brother and sister owned highly-appreciated real estate jointly with rights of survivorship. Sister passed last year so now brother owns it 100% and would like to move it to an irrevocable trust for Medicaid planning purposes. Ideally, he wants his sister’s stepped-up half of the property to be outside of his taxable estate and […]

By Harry Margolis

In Long-Term Care Planning

Posted November 13, 2020

Can I Divorce My Husband So He Can Get Medicaid Coverage of His Nursing Home Care?

Question: I would like to try and provide proper care for my spouse. My question is: Is there anything in Medicaid criteria that would prevent me from divorcing my spouse so that he can qualify for Medicaid when the time comes that he needs more assistance than I am physically able to provide, i.e. nursing […]

By Harry Margolis

In Non-US Citizens

Posted November 12, 2020

What’s the Best Way to Leave My Estate to My Non-US Citizen Son?

Question: I am a US citizen, living in California. I am planning to return back to the Czech Republic, where my son lives. He is a non US citizen. My assets are my savings account, CDs, my pension, Social Security, and 401k investments at work. I do not have any real estate. How do I […]

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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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Will Bequest to French Citizen be Subject to French Inheritance Taxes?

Estate planning topics

Have a question for Harry?

Get Your Ducks in a Row

Putting off planning your estate because you don’t know where to start?

This simple-yet-comprehensive guide provides everything you need to know (in plain English) to secure your future—and your family’s.

Get Sample Chapters

Sample Chapters from the Book

Download the Durable Powers of Attorney chapter

Download the Durable Powers of Attorney chapter

Download the Special Needs chapter

Download the Special Needs chapter

Download the Finding the Right Attorney chapter

Download the Finding the Right Attorney chapter

Ask Harry Podcast

Listen to the latest from Harry

“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

Does Step-Up in Basis at Death of Joint Owner Apply Only to Her Half of Real Estate?

Can I Divorce My Husband So He Can Get Medicaid Coverage of His Nursing Home Care?

What’s the Best Way to Leave My Estate to My Non-US Citizen Son?

Who is Harry?

Putting off planning your estate?

Don’t know where to start?