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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, 2020"
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 Which Governs, the Will or the TOD Beneficiary Designations?
0
By Harry Margolis
In Probate, Wills
Posted June 30, 2020

Which Governs, the Will or the TOD Beneficiary Designations?

Question: I have a living brother and a half brother that are beneficiaries of my parents’ estate. My mother’s will stated that certain investment accounts were to be divided in [...]

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 Will Medicaid Have a Claim on Deceased Spouse’s Assets Passing to Child?
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By Harry Margolis
In Long-Term Care Planning
Posted June 29, 2020

Will Medicaid Have a Claim on Deceased Spouse’s Assets Passing to Child?

Question: My mom died without receiving any Medicaid to help pay for her nursing home. She paid everything from her own money. She was a widow for 25 years before she remarried at the age of 72. [...]

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 What are the Tax Consequences of Selling Interest in Vacation House to Sister?
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By Harry Margolis
In Real Estate
Posted June 27, 2020

What are the Tax Consequences of Selling Interest in Vacation House to Sister?

Question: I am a beneficiary in a nominee trust of a house and have a question about capital gains taxes. My parents bought the house in 1970, and set the trust up in 1990 for my 3 siblings and [...]

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 What’s the Best Way to Leave IRAs to Non-U.S. Beneficiaries?
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By Harry Margolis
In Non-US Citizens, Retirement Plans
Posted June 22, 2020

What’s the Best Way to Leave IRAs to Non-U.S. Beneficiaries?

Question: I would like to leave my 401k, IRAs, etc. to my family in the Philippines. What is the best and easiest way to do this? Should I show them as beneficiaries or should I just have a [...]

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 Can I Have a HIPAA Release that Works with Every Health Care Provider?
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By Harry Margolis
In Health Care Directives
Posted June 19, 2020

Can I Have a HIPAA Release that Works with Every Health Care Provider?

Question: Is there a HIPAA release form that is will work for any organization in the event I become incapacitated? I have created several for my local providers, but I would like something that [...]

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 Must SSI Beneficiary Report Food from Food Bank?
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By Harry Margolis
In Special Needs Planning
Posted June 17, 2020

Must SSI Beneficiary Report Food from Food Bank?

Question: Is going to a church for free food in-kind income for purposes of SSI? Response: Technically, yes, but it’s likely to fall under the radar. Beneficiaries of  Supplemental Security [...]

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 Should I Complete a MOLST if I’m Healthy?
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By Harry Margolis
In Health Care Directives
Posted June 16, 2020

Should I Complete a MOLST if I’m Healthy?

Question: Is a MOLST appropriate for a healthy 65 year old to complete?  Will COVID change that?  A few years ago my PCP declined to complete a MOLST with me as I was “too healthy”?  [...]

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 What Papers Do You Need When You Go to the Hospital?
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By Harry Margolis
In Health Care Directives
Posted June 14, 2020

What Papers Do You Need When You Go to the Hospital?

Question: For hospitals, do we need to bring only copies of our important things like driver’s license and medical insurance cards? Since coronavirus moves fast, how do we express no vents in a [...]

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 Does Dependence on Medicaid Make Nursing Homes More Dangerous During Pandemic?
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By Harry Margolis
In Long-Term Care Planning
Posted June 8, 2020

Does Dependence on Medicaid Make Nursing Homes More Dangerous During Pandemic?

Question: Since Medicaid nursing home residents typically have to share a room, does the pandemic discredit giving all your assets to a trust for inheritance purposes? By relying on support for [...]

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 Can House Proceeds be Saved for Disabled Daughter of Nursing Home Resident?
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By Harry Margolis
In Long-Term Care Planning, Real Estate, Special Needs Planning
Posted June 1, 2020

Can House Proceeds be Saved for Disabled Daughter of Nursing Home Resident?

Question: I have a client for whom I am selling her mother’s home. Her mother has dementia (some days better than others) and has been in a nursing home for a couple of years. She applied [...]

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Categories
  • Asset Protection (32)
  • Charitable Giving (9)
  • Durable Powers of Attorney (34)
  • Estate and Gift Taxes (37)
  • Guardianship and Conservatorship (2)
  • Health Care Directives (12)
  • Irrevocable Trusts (8)
  • Long-Term Care Planning (136)
  • Non-Traditional Families (12)
  • Non-US Citizens (13)
  • Pets (3)
  • Practical Matters (15)
  • Probate (19)
  • Property in Other Countries (3)
  • Real Estate (30)
  • Retirement Plans (11)
  • Revocable Trusts (64)
  • Second Marriages (9)
  • Social Security (16)
  • Special Needs Planning (59)
  • Trustee (46)
  • Vacation Homes (3)
  • Wills (38)
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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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