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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: "August, 2020"
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 How Can My Nephew Protect His Social Security Back Pay Award?
0
By Harry Margolis
In Special Needs Planning
Posted August 17, 2020

How Can My Nephew Protect His Social Security Back Pay Award?

Question: My cousin’s only son, David, who is 33 years old, just received notice that he has qualified for SSDI, retroactive for a year and a half. He had a brain tumor at age 12. The good [...]

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 Can My Husband Remove His Sister as Trustee of His Trust?
2
By Harry Margolis
In Trustee
Posted August 12, 2020

Can My Husband Remove His Sister as Trustee of His Trust?

Question: My brother-in-law passed away. His sister was his power of attorney and a trustee of a special need trust for his benefit. After she became p-o-a she changed his beneficiary of an [...]

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 Can I Use a Private Reverse Mortgage to Pay for My Mother’s Care?
0
By Harry Margolis
In Long-Term Care Planning, Real Estate
Posted August 7, 2020

Can I Use a Private Reverse Mortgage to Pay for My Mother’s Care?

Question: I am my mother’s primary caretaker, and my sister and I pay a friend to care for my mother several hours a week when I am not home. (I reside with my mother.) I will be returning [...]

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 What Language in a Durable Power of Attorney Permits an Agent to Make Gifts to Self?
2
By Harry Margolis
In Durable Powers of Attorney
Posted August 5, 2020

What Language in a Durable Power of Attorney Permits an Agent to Make Gifts to Self?

Question: My durable power of attorney contains the phrase: “It shall not be deemed to be self-dealing on the part of my attorney-in-fact herein to make gifts, transfers or dispositions to [...]

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 What Happens to Proceeds When Condo is Sold on Behalf of My Stepfather in a Nursing Home?
0
By Harry Margolis
In Long-Term Care Planning
Posted August 3, 2020

What Happens to Proceeds When Condo is Sold on Behalf of My Stepfather in a Nursing Home?

Question: My mother died at age 93. Her husband is in an assisted living facility. She had financial and medical powers of attorney for him. I am the successor agent on both. His Medicaid pays [...]

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Categories
  • Asset Protection (37)
  • Charitable Giving (11)
  • Durable Powers of Attorney (52)
  • Estate and Gift Taxes (69)
  • Guardianship and Conservatorship (10)
  • Health Care Directives (14)
  • Housing and Urban Development (HUD) (1)
  • Irrevocable Trusts (76)
  • Long-Term Care Planning (192)
  • Non-Traditional Families (17)
  • Non-US Citizens (40)
  • Pets (6)
  • Practical Matters (17)
  • Probate (64)
  • Property in Other Countries (6)
  • Real Estate (117)
  • Retirement Plans (25)
  • Revocable Trusts (144)
  • Second Marriages (12)
  • Social Security (20)
  • Special Needs Planning (97)
  • Trustee (55)
  • Vacation Homes (5)
  • Wills (68)
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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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