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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: "February, 2021"
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 Will My Father Lose Real Estate Tax Exemption if Property is Transferred to Trust?
0
By Harry Margolis
In Irrevocable Trusts, Real Estate, Revocable Trusts
Posted February 25, 2021

Will My Father Lose Real Estate Tax Exemption if Property is Transferred to Trust?

Question: We are thinking of putting my dad’s home in a trust! He has a 15-year mortgage and we have been told if we do this then all the property tax and insurance will be based on my age [...]

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 How Can I Get Guardianship Over Grandson in One State and Move Him to Another?
0
By Harry Margolis
In Guardianship and Conservatorship, Non-Traditional Families
Posted February 23, 2021

How Can I Get Guardianship Over Grandson in One State and Move Him to Another?

Question: If I live in New Hampshire and I want to get guardianship of my grandson who lives in California, how do I ask a California courts’ permission to start a guardianship in my state? [...]

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 How are Trustee Fees Paid from a Special Needs Trust?
0
By Harry Margolis
In Special Needs Planning, Trustee
Posted February 16, 2021

How are Trustee Fees Paid from a Special Needs Trust?

Question: How exactly does the trustee of a SNT get paid? Does any serving trustee have direct access to the trust account and withdraw funds to pay him or her self? Response: That’s right. [...]

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 How Can I Find Out If I’m a Beneficiary of a Trust?
0
By Harry Margolis
In Revocable Trusts
Posted February 14, 2021

How Can I Find Out If I’m a Beneficiary of a Trust?

Question: My uncle passed away in September of 2020. According to his son, I am named in the trust as a beneficiary. (I have received nothing from Wells Fargo to say whether this is true or not.) [...]

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 Should We Pull All Our Money Out of Our Retirement Plans?
0
By Harry Margolis
In Retirement Plans
Posted February 9, 2021

Should We Pull All Our Money Out of Our Retirement Plans?

Question: My husband is 77 and I also will be 77 in five days. What if we pulled all our money out of my husband’s 401(k) (~$200,000) and my IRA (~$30,000) and put the cash into our home [...]

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 Is My Father’s Will Valid Despite Lack of Witnesses?
4
By Harry Margolis
In Wills
Posted February 7, 2021

Is My Father’s Will Valid Despite Lack of Witnesses?

Question: My dad passed away last September and my 2 step sisters and I are headed to Probate Court due to the estate being over $ 100,000. My dad has a Will, but it is not valid due to the fact [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (44)
  • Estate and Gift Taxes (56)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (51)
  • Long-Term Care Planning (173)
  • Non-Traditional Families (16)
  • Non-US Citizens (27)
  • Pets (4)
  • Practical Matters (15)
  • Probate (38)
  • Property in Other Countries (5)
  • Real Estate (69)
  • Retirement Plans (19)
  • Revocable Trusts (102)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (70)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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