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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Monthly Archive for: "July, 2017"
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 Planning for Your Child with Special Needs
0
By Harry Margolis
In Special Needs Planning
Posted July 21, 2017

Planning for Your Child with Special Needs

While all parents must plan to make sure that their minor children will be taken care of in the event of the parents’ death or disability, for parents of children with special needs, these [...]

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0
By Harry Margolis
In Practical Matters
Posted July 21, 2017

Have You Considered Selling Your Life Insurance Policy?

If you are considering dropping your life insurance policy because you can no longer afford the premiums or no longer need to provide the money for your heirs, first check out whether you would [...]

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 A Life Insurance Primer
0
By Harry Margolis
In Practical Matters
Posted July 21, 2017

A Life Insurance Primer

Life insurance can be important tool in financial and estate planning. It can be used to ensure that your loved ones have an inheritance if you pass away at an early age or, in the alternative, [...]

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 2 Ways to Protect House if You Need Medicaid Coverage of Long-Term Care
4
By Harry Margolis
In Asset Protection, Long-Term Care Planning
Posted July 21, 2017

2 Ways to Protect House if You Need Medicaid Coverage of Long-Term Care

There’s a common refrain that “the nursing home is going to take my home.” Technically, this is not accurate, but effectively, it could be. In most instances, you can keep your [...]

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 Do You Need a Financial Planner? Probably
0
By Harry Margolis
In Retirement Plans
Posted July 14, 2017

Do You Need a Financial Planner? Probably

Consumers are often confused about the difference between estate and financial planning, and for good reason. Even professionals in these fields may use these terms interchangeably and sometimes [...]

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 Should You Move In With Your Parents? Or Let Them Move In With You?
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By Harry Margolis
In Long-Term Care Planning, Non-Traditional Families
Posted July 14, 2017

Should You Move In With Your Parents? Or Let Them Move In With You?

Multiple generations have lived together since homo sapiens started walking the earth 100,000 years ago. But that changed in recent centuries as the world industrialized and people started living [...]

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 Charitable Remainder Trusts
1
By Harry Margolis
In Charitable Giving
Posted July 14, 2017

Charitable Remainder Trusts

Charitable remainder trusts are a charitable planning option which permit more flexibility and control than charitable annuities. The architecture of these trusts is as follows: the trust grantor [...]

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 Advance Medicaid Planning
0
By Harry Margolis
In Long-Term Care Planning
Posted July 14, 2017

Advance Medicaid Planning

Planning to become eligible for Medicaid to cover the cost of nursing home care generally takes place in one of two circumstances. In the first – advance planning – the individual or couple is [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (44)
  • Estate and Gift Taxes (56)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (51)
  • Long-Term Care Planning (173)
  • Non-Traditional Families (16)
  • Non-US Citizens (27)
  • Pets (4)
  • Practical Matters (15)
  • Probate (38)
  • Property in Other Countries (5)
  • Real Estate (69)
  • Retirement Plans (19)
  • Revocable Trusts (102)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (69)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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This simple-yet-comprehensive guide provides everything you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book

Read Sample Chapters

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