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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: "January, 2021"
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 5 Steps to Take When Bank Won’t Honor Power of Attorney
0
By Harry Margolis
In Durable Powers of Attorney
Posted January 14, 2021

5 Steps to Take When Bank Won’t Honor Power of Attorney

Question: I have a POA that was drawn up by my brother’s attorney last month. I am trying to get access to his bank account at a credit union. The credit union has denied me any access [...]

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 Are Family Members Overcharging for Serving as Trustees of $30 Million Trust?
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By Harry Margolis
In Trustee
Posted January 9, 2021

Are Family Members Overcharging for Serving as Trustees of $30 Million Trust?

Question: There are 4 brother and sisters – 2 of them are the trustees of a $30 million estate. They are paying themselves $175,000 each per year, but pay others to do all the work around [...]

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 In Massachusetts, Do We Need to Refile Our Homestead Declarations After Age 62 for Maximum Protection?
0
By Harry Margolis
In Asset Protection, Real Estate
Posted January 8, 2021

In Massachusetts, Do We Need to Refile Our Homestead Declarations After Age 62 for Maximum Protection?

Question: First of all, I love your new book! Lots of valuable info. Anyways, my wife and I live in Massachusetts and set up a Homestead Declaration in each of our names when we purchased our [...]

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Categories
  • Asset Protection (32)
  • Charitable Giving (9)
  • Durable Powers of Attorney (34)
  • Estate and Gift Taxes (36)
  • Health Care Directives (12)
  • Irrevocable Trusts (6)
  • Long-Term Care Planning (135)
  • Non-Traditional Families (11)
  • Non-US Citizens (13)
  • Pets (3)
  • Practical Matters (15)
  • Probate (18)
  • Property in Other Countries (3)
  • Real Estate (29)
  • Retirement Plans (10)
  • Revocable Trusts (62)
  • Second Marriages (9)
  • Social Security (16)
  • Special Needs Planning (58)
  • Trustee (44)
  • Vacation Homes (3)
  • Wills (37)
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