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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: "September, 2021"
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 What Can I Do If My Pooled Trust Screws Up?
0
By Harry Margolis
In Special Needs Planning
Posted September 27, 2021

What Can I Do If My Pooled Trust Screws Up?

Question: My pooled trust made a “clerical error” and underpaid my monthly rent thus putting me in arrears. Who oversees pooled trusts? Where is legal representation or advocacy for [...]

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 How Much Will Irrevocable Trust Pay in Taxes on Undistributed Income?
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By Harry Margolis
In Irrevocable Trusts
Posted September 24, 2021

How Much Will Irrevocable Trust Pay in Taxes on Undistributed Income?

Question: If I have an irrevocable trust that the grantor can’t touch. How much will the trust pay if it doesn’t distribute any of its income? Response: I will assume that the trust [...]

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 Should I Use my IRA to Pay my Parents’ Nursing Home Costs?
0
By Harry Margolis
In Long-Term Care Planning, Retirement Plans
Posted September 20, 2021

Should I Use my IRA to Pay my Parents’ Nursing Home Costs?

Question: Can I pay for my parents’ nursing home cost with MY traditional IRA? Should I? Response: Yes, you can use any of your resources to pay for your parents’ support. The [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (41)
  • Estate and Gift Taxes (47)
  • Guardianship and Conservatorship (3)
  • Health Care Directives (12)
  • Irrevocable Trusts (39)
  • Long-Term Care Planning (151)
  • Non-Traditional Families (14)
  • Non-US Citizens (19)
  • Pets (3)
  • Practical Matters (15)
  • Probate (26)
  • Property in Other Countries (4)
  • Real Estate (50)
  • Retirement Plans (15)
  • Revocable Trusts (92)
  • Second Marriages (10)
  • Social Security (17)
  • Special Needs Planning (63)
  • Trustee (51)
  • Vacation Homes (3)
  • Wills (42)
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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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Read Sample Chapters

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