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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: "June, 2019"
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 Does My Daughter Need a Special Needs Trust If She’s Receiving SSDI?
0
By Harry Margolis
In Special Needs Planning
Posted June 28, 2019

Does My Daughter Need a Special Needs Trust If She’s Receiving SSDI?

Question: My 34-year-old daughter was recently diagnosed with a disabling condition and receives SSDI. I have an irrevocable trust dividing my assets among her and her siblings. How do I amend my [...]

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 Do I Need a Lawyer to Get an Estate Plan?
0
By Harry Margolis
In Durable Powers of Attorney, Wills
Posted June 28, 2019

Do I Need a Lawyer to Get an Estate Plan?

Question: I have a health care proxy which is current. I have an old will but since my husband has died, the will also includes a directive that all assets should go to our children. The will is [...]

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 Do I Have to Update My Will Every Time I Move?
0
By Harry Margolis
In Wills
Posted June 21, 2019

Do I Have to Update My Will Every Time I Move?

Question: What subjects in a last will are interchangeable within all states? If I move frequently due to my company, is there anything on my will I know will always be valid, or do I have to pay [...]

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 Can a Trustee Use Trust Funds to Defend Herself?
0
By Harry Margolis
In Revocable Trusts, Special Needs Planning, Trustee
Posted June 21, 2019

Can a Trustee Use Trust Funds to Defend Herself?

Question: If a trustee is making up phony invoices to bill my special needs trust, is there any way to keep her from using the trust funds to defend herself? Response: Typically, a trustee may [...]

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 Do I Really Need a Trust if I’m Single and Have No Children?
0
By Harry Margolis
In Revocable Trusts
Posted June 18, 2019

Do I Really Need a Trust if I’m Single and Have No Children?

Question: I am 72 years old. I have approximately $900,000 in assets… virtually all are in bank accounts and mutual funds/stocks (with appropriate beneficiaries). I am single, without [...]

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 Can You Remove an Agent Under a Health Care Proxy?
0
By Harry Margolis
In Health Care Directives
Posted June 18, 2019

Can You Remove an Agent Under a Health Care Proxy?

Question: How can I get my sister removed as my mom’s health care agent under her health care proxy? Response: That’s difficult because the presumption is that your mother chose who [...]

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 What Should I do About a Trustee Who is Overcharging Me?
3
By Harry Margolis
In Special Needs Planning, Trustee
Posted June 7, 2019

What Should I do About a Trustee Who is Overcharging Me?

Question: I have a special needs trust holding about $200,000. My trustee is charging me attorney fees every month from $136 to $380 an hour. My SSI check is just $550 a month. In the past 12 [...]

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Categories
  • Asset Protection (37)
  • Charitable Giving (11)
  • Durable Powers of Attorney (52)
  • Estate and Gift Taxes (69)
  • Guardianship and Conservatorship (9)
  • Health Care Directives (14)
  • Housing and Urban Development (HUD) (1)
  • Irrevocable Trusts (76)
  • Long-Term Care Planning (190)
  • Non-Traditional Families (17)
  • Non-US Citizens (40)
  • Pets (6)
  • Practical Matters (17)
  • Probate (62)
  • Property in Other Countries (6)
  • Real Estate (114)
  • Retirement Plans (25)
  • Revocable Trusts (144)
  • Second Marriages (12)
  • Social Security (20)
  • Special Needs Planning (96)
  • Trustee (55)
  • Vacation Homes (5)
  • Wills (67)
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Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters

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