• take action: Plan Your Estate
  • Ask a Question

    Ask Harry a Question

    • This field is for validation purposes and should be left unchanged.

    Close
  • Books
  • Podcasts
  • Guides
  • Subscribe

    Subscribe to the Ask Harry blog

    Loading
    Close
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.
  • Ask a Question

    Ask Harry a Question

    • This field is for validation purposes and should be left unchanged.

    Close
  • Books
  • Podcasts
  • Guides
  • Subscribe

    Subscribe to the Ask Harry blog

    Loading
    Close

Archives

Monthly Archive for: "November, 2017"
Home /
 What Happens when a Trustee Becomes Incapacitated?
0
By Harry Margolis
In Revocable Trusts, Trustee
Posted November 10, 2017

What Happens when a Trustee Becomes Incapacitated?

Question: If a person sets up a trust and she becomes incapable as a result of Alzheimer’s disease, is it possible that her three sons, who are the trustee and beneficiaries after her [...]

READ MORE
 California’s Transfer on Death Deed Cannot Go to a Nonprofit
0
By Harry Margolis
In Charitable Giving, Revocable Trusts, Wills
Posted November 10, 2017

California’s Transfer on Death Deed Cannot Go to a Nonprofit

Question: I used the newly enacted (in California) T.O.D. method of transferring the title to a property upon my expiration. I named a non-profit as the beneficiary and filed it with the county [...]

READ MORE
 What Happens when my Mom on Medicaid and in Subsidized Housing Receives Life Insurance Proceeds?
0
By Harry Margolis
In Long-Term Care Planning
Posted November 10, 2017

What Happens when my Mom on Medicaid and in Subsidized Housing Receives Life Insurance Proceeds?

Question: My mom is on Medicaid in Pennsylvania. Her daughter died and mom has become the beneficiary of a life insurance policy for a substantial amount of money. Will Medicaid take her money? [...]

READ MORE
 How Can I Help My Son and His Family Without their Losing Medicaid?
0
By Harry Margolis
In Special Needs Planning
Posted November 10, 2017

How Can I Help My Son and His Family Without their Losing Medicaid?

Question: How can my wife and I gift a total of $40,000 to our son, daughter-in-law, and two grandsons without them losing their Illinois Medicaid coverage? We already have a trust set up for [...]

READ MORE
 How Can My Father Protect Family Property from Nursing Home Costs?
0
By Harry Margolis
In Asset Protection, Long-Term Care Planning
Posted November 3, 2017

How Can My Father Protect Family Property from Nursing Home Costs?

Question: My parents have a family acreage. My mother is going to be in need of a nursing home soon. My father does not want to have the state liquidate this property; instead, had wished to pass [...]

READ MORE
0
By Harry Margolis
In Long-Term Care Planning
Posted November 3, 2017

Are Gold and Silver Coins Considered to be Countable Assets for Medicaid?

Question: My mother is applying for Medicaid for my step-dad. We found several gold and silver coins that he had apparently been collecting and stashing in his closet. Are these considered [...]

READ MORE
0
By Harry Margolis
In Long-Term Care Planning
Posted November 3, 2017

If the Rent on My Mother’s House Goes to My Niece, Will that Cause a Medicaid Problem?

Question: I am my mother’s Power of Attorney. She is 99 years old and in assisted living. She has enough money to cover her costs there for approximately two more years. She has her home in [...]

READ MORE
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)
© All Rights Reserved  |  Privacy Policy

Start typing and press Enter to search

Putting off planning your estate?

Don’t know where to start?

This simple-yet-comprehensive guide provides everything you need to know (in plain English).

Get the Book

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Read Sample Chapters

Putting off planning your estate?

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

subscribe