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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: "November, 2018"
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 How Do We Determine the Cost Basis on Inherited Real Estate?
0
By Harry Margolis
In Probate
Posted November 30, 2018

How Do We Determine the Cost Basis on Inherited Real Estate?

Question: If a property appraisal was never obtained when a parent died in 2013, how can we determine the cost basis when the four siblings who inherited the home sell it? Response: As you know, [...]

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 Can I Borrow Money on My House in a Revocable Trust?
0
By Harry Margolis
In Revocable Trusts
Posted November 30, 2018

Can I Borrow Money on My House in a Revocable Trust?

Question: I have a mortgage on my house and also I have put it in a revocable trust with me as trustee. Can I get a small equity loan on the home to pay off credit cards? I have a big equity in [...]

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 Will Transfer of Home & Rental Property Work Under Medicaid Rules?
0
By Harry Margolis
In Long-Term Care Planning
Posted November 16, 2018

Will Transfer of Home & Rental Property Work Under Medicaid Rules?

Question: An unmarried applicant for Medicaid coverage of nursing home care who has lived with her brother her entire life in a house they inherited from their parents, and applicant now needs [...]

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 Can We Keep the House in the Family if My Mother Moves to Assisted Living?
0
By Harry Margolis
In Long-Term Care Planning
Posted November 16, 2018

Can We Keep the House in the Family if My Mother Moves to Assisted Living?

Question: My mom has dementia that has been progressing quickly over the past 6 months. We feel as though she needs 24/7 care and we are considering a residential memory disorders facility for [...]

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 How Do I Use Father’s Durable Power of Attorney to Access Online Accounts?
2
By Harry Margolis
In Durable Powers of Attorney
Posted November 2, 2018

How Do I Use Father’s Durable Power of Attorney to Access Online Accounts?

Question: I have a durable power of attorney for my father who now has dementia. Does that mean I can go online as him to, for instance, manage his account with Social Security, read medical [...]

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 Nursing Home Resident Can Keep Vacation Home, but It Will be Subject to Medicaid Estate Recovery
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By Harry Margolis
In Long-Term Care Planning
Posted November 2, 2018

Nursing Home Resident Can Keep Vacation Home, but It Will be Subject to Medicaid Estate Recovery

Question: My mother is 88 years old and she is in rehab right now. I would like to get her on Medicaid when she eventually moves to long-term care. My question is, we own a cottage and the deed [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (41)
  • Estate and Gift Taxes (47)
  • Guardianship and Conservatorship (4)
  • Health Care Directives (12)
  • Irrevocable Trusts (40)
  • Long-Term Care Planning (155)
  • Non-Traditional Families (14)
  • Non-US Citizens (20)
  • Pets (3)
  • Practical Matters (15)
  • Probate (27)
  • Property in Other Countries (4)
  • Real Estate (52)
  • Retirement Plans (16)
  • Revocable Trusts (92)
  • Second Marriages (10)
  • Social Security (17)
  • Special Needs Planning (66)
  • Trustee (51)
  • Vacation Homes (3)
  • Wills (43)
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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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