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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, 2019"
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 Can I Get Social Security Children’s Benefits for My Granddaughter?
0
By Harry Margolis
In Special Needs Planning
Posted July 26, 2019

Can I Get Social Security Children’s Benefits for My Granddaughter?

Question: My wife and I have had legal custody of our almost 11-year-old granddaughter, Jaylee, for about 10 years. Jaylee has severe medical problems. I turned 66 years old in April and filed [...]

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 What Happens to My Life Estate Upon My Mother’s Death?
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By Harry Margolis
In Practical Matters
Posted July 26, 2019

What Happens to My Life Estate Upon My Mother’s Death?

Question: My parents gave me a life estate on the property in which my house sits. My father has passed away but my mother is still living. I have my house paid for now. Should I have the life [...]

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 Can I Get Spousal SS Benefits for Taking Care of My Adult Disabled Child?
0
By Harry Margolis
In Social Security, Special Needs Planning
Posted July 23, 2019

Can I Get Spousal SS Benefits for Taking Care of My Adult Disabled Child?

Question: My 31-year-old disabled son lives with my husband and me in Florida. He (son) receives SSI. If Dad retires at 62, when I will be 56, will I be eligible for a spousal benefit for taking [...]

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 Are Proceeds of Newly-Gifted Life Insurance Policies Taxable in MA Estates?
0
By Harry Margolis
In Estate and Gift Taxes
Posted July 19, 2019

Are Proceeds of Newly-Gifted Life Insurance Policies Taxable in MA Estates?

Question: A gift of an existing life insurance policy within 3 years of death is included in the gross estate and taxable at the federal level. It is also included in the Massachusetts gross [...]

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 Are Tax Planning Trusts Protected for Medicaid Purposes?
0
By Harry Margolis
In Estate and Gift Taxes, Long-Term Care Planning
Posted July 19, 2019

Are Tax Planning Trusts Protected for Medicaid Purposes?

Question: If a spouse passes away and has an ABC trust structure (marital trust, bypass trust, QTIP trust) and each of these trusts are funded for the benefit of the surviving spouse, are any of [...]

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 Is My Trustee Overcharging?
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By Harry Margolis
In Revocable Trusts, Trustee
Posted July 12, 2019

Is My Trustee Overcharging?

Question: The trustee for my uncle’s trust is a relative by marriage. My siblings and I are beneficiaries of my uncle’s trust. Our uncle told us for years that his trustee was [...]

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 Can I be Paid to Care for My Disabled Grandson?
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By Harry Margolis
In Special Needs Planning
Posted July 12, 2019

Can I be Paid to Care for My Disabled Grandson?

Question: I live in Ohio. I am the maternal grandmother and guardian of my 13-year-old grandson, who has been 100% handicapped for the past 6 1/2 yrs due to a car wreck. He’s basically a [...]

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 What Can a Family Member Do with Agent Under Durable Power of Attorney Won’t Share Info?
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By Harry Margolis
In Durable Powers of Attorney
Posted July 5, 2019

What Can a Family Member Do with Agent Under Durable Power of Attorney Won’t Share Info?

Question: I have an elderly father with late-stage Alzheimer’s disease. My sister has power of attorney for him. I asked her 2+ years ago for information on his assets and investments [...]

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 Can I Keep My Medicaid if I Sell My House and Put the Proceeds into Trust?
0
By Harry Margolis
In Special Needs Planning
Posted July 5, 2019

Can I Keep My Medicaid if I Sell My House and Put the Proceeds into Trust?

Question: I am on Social Security Disability, Medicare, and Medicaid. I want to sell my house in Tennessee and move back home to Michigan. I also have an Irrevocable Supplemental Security Trust. [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (43)
  • Estate and Gift Taxes (55)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (49)
  • Long-Term Care Planning (170)
  • Non-Traditional Families (16)
  • Non-US Citizens (23)
  • Pets (3)
  • Practical Matters (15)
  • Probate (37)
  • Property in Other Countries (4)
  • Real Estate (66)
  • Retirement Plans (19)
  • Revocable Trusts (98)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (69)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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