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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: "September, 2018"
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 Will Medicaid Estate Recovery Go After My House and Retirement Benefits?
0
By Harry Margolis
In Long-Term Care Planning
Posted September 21, 2018

Will Medicaid Estate Recovery Go After My House and Retirement Benefits?

Question: I am 55 years old and I have been on Medicaid for a few years. I recently read that the state Medicaid agency can seek recovery of any medical expenses that Medicaid has paid for once I [...]

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 What is Probate Property and What Isn’t?
0
By Harry Margolis
In Probate, Wills
Posted September 21, 2018

What is Probate Property and What Isn’t?

Everyone talks about probate and avoiding probate, but what is “probate?” And what is “probate property?” Probate is the judicial process through which property you own [...]

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 Can I Sell My House Despite Medicaid Estate Recovery?
18
By Harry Margolis
In Long-Term Care Planning
Posted September 21, 2018

Can I Sell My House Despite Medicaid Estate Recovery?

Question: I have been receiving Medicaid benefits for ten years and had no idea until recently that the state could seek money for medical expenses they paid for after I turned 55. I am 65 and am [...]

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 Can I Receive Disabled Adult Child Social Security Benefits?
1
By Harry Margolis
In Social Security
Posted September 14, 2018

Can I Receive Disabled Adult Child Social Security Benefits?

Question: I am the surviving spouse with two children ages 14 and 24. Husband passed away 7 yrs ago. We are all receiving survivors’ benefits from Social Security. My oldest has a serious [...]

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 What IRS Forms are Necessary for Share of Estate Going to Dual-National Beneficiary?
0
By Harry Margolis
In Estate and Gift Taxes, Probate
Posted September 14, 2018

What IRS Forms are Necessary for Share of Estate Going to Dual-National Beneficiary?

Question: I am the executor of my mother’s estate, which calls for her assets to be divided between her five children. My mother’s property has been sold and all distributions will be [...]

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 When are Trustee Fees Paid?
21
By Harry Margolis
In Revocable Trusts, Trustee
Posted September 14, 2018

When are Trustee Fees Paid?

Question: When are trustee fees normally paid? (i.e. end of year, beginning of year, prorated monthly?) Response: There’s no hard and fast rule, but often trustee fees are paid [...]

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 If House is Only Asset in Estate, How Can Cash Be Raised for Heirs?
0
By Harry Margolis
In Long-Term Care Planning, Wills
Posted September 10, 2018

If House is Only Asset in Estate, How Can Cash Be Raised for Heirs?

Question: My friend wishes to leave me her mobile home but wants to make sure her stepchildren get some money. The value of the home is $800,000, and she wants me to have it in a way that she [...]

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 Should IRA be Payable to Trust if Beneficiaries are Minors?
0
By Harry Margolis
In Retirement Plans
Posted September 10, 2018

Should IRA be Payable to Trust if Beneficiaries are Minors?

Question: I am a divorced 60-year-old man. I will pay child support for about the next nine years. I have four children ages 13 to 22. I have a revocable living trust. But there seems to be a gap [...]

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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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