• 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: "April, 2020"
Home /
 Can a Special Needs Trust for a Minor Pay for Housing for the Entire Family?
0
By Harry Margolis
In Special Needs Planning
Posted April 30, 2020

Can a Special Needs Trust for a Minor Pay for Housing for the Entire Family?

Photo by Jude Beck on Unsplash Question:   Can a special needs trust for a minor child pay the parents’ mortgage or rent? What about buying a house that the whole family lives in? [...]

READ MORE
 What’s the Best Method to Distribute Tangible Personal Property in an Estate?
0
By Harry Margolis
In Probate
Posted April 28, 2020

What’s the Best Method to Distribute Tangible Personal Property in an Estate?

Question: I read your article on 724 Items, Not Counting Linens and Jewelry and found it very interesting. I have two questions: 1) Why were the jewelry, silverware, and gold coins left out of [...]

READ MORE
 Who is Entitled to Trust Accounts?
0
By Harry Margolis
In Trustee
Posted April 26, 2020

Who is Entitled to Trust Accounts?

This article describes the types of accounts (often called “accountings”) trustees must maintain. But the next question is, who’s entitled to receive copies of accounts prepared [...]

READ MORE
 How Can I Force Transfer of Car Given to Me in My Mother’s Will?
0
By Harry Margolis
In Probate, Wills
Posted April 21, 2020

How Can I Force Transfer of Car Given to Me in My Mother’s Will?

Question: My mom has a vehicle loan that was to be paid off upon her death. She left that vehicle to me in her will. My aunt won’t let me have it. She said it’s not part of the deal [...]

READ MORE
 Can I Borrow on Properties to Pay Estate Tax?
0
By Harry Margolis
In Estate and Gift Taxes, Real Estate
Posted April 17, 2020

Can I Borrow on Properties to Pay Estate Tax?

Question: My minor child has inherited two properties along a with 15% inheritance tax that I can’t afford. I am the executor of the estate that she is inheriting. I don’t really want [...]

READ MORE
 What Can You Do About a Recalcitrant Parent?
0
By Harry Margolis
In Durable Powers of Attorney, Wills
Posted April 14, 2020

What Can You Do About a Recalcitrant Parent?

Question: I’ve been badgering my Dad (age 62, single, with health conditions) to sign durable power of attorney and health care proxy documents for many years now. I think he finally filled [...]

READ MORE
 Should I List Accounts with Beneficiary Designations in My Will?
0
By Harry Margolis
In Wills
Posted April 10, 2020

Should I List Accounts with Beneficiary Designations in My Will?

Question: I have investments with Edward Jones on which the beneficiaries have already been named. Do these have to be listed in my will or trust? Response: No, your beneficiary designations [...]

READ MORE
 Will Medicaid Pay to Care for Family Members at Home?
2
By Harry Margolis
In Long-Term Care Planning, Special Needs Planning
Posted April 7, 2020

Will Medicaid Pay to Care for Family Members at Home?

Question: I would like to know what specific program of Medicaid would pay a caregiver to provide care to spouse or parents in their home and how do you qualify for this program? Response: This [...]

READ MORE
 Will Medicaid Pay for My Wife to Take Care of Our Adult Disabled Son?
2
By Harry Margolis
In Special Needs Planning
Posted April 3, 2020

Will Medicaid Pay for My Wife to Take Care of Our Adult Disabled Son?

Question: I am listed as my son’s guardian. He will be 20 this year. He has Medicaid coverage and also is on my employer insurance. My wife handles most of his care, including his hygiene. [...]

READ MORE
 Are Really Small Life Insurance Policies Non-countable for Medicaid Eligibility?
0
By Harry Margolis
In Long-Term Care Planning
Posted April 3, 2020

Are Really Small Life Insurance Policies Non-countable for Medicaid Eligibility?

Question: I’m taking a long-term care insurance course. In it there is a discussion of Medicaid asset limits and a list of non-countable assets. It’s reporting that cash value life [...]

READ MORE
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)
© All Rights Reserved  |  Privacy Policy

Start typing and press Enter to search

Wondering if a trust makes sense for you?

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

Get the Book
(An Amazon Prime Reading selection)

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Read Sample Chapters

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

subscribe