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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: "May, 2022"
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 How Can Someone Deployed in Military Service Report Capital Gains from 2018?
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By Harry Margolis
In Real Estate
Posted May 28, 2022

How Can Someone Deployed in Military Service Report Capital Gains from 2018?

Question: My fiancé sold a property in Florida back in 2018. He was away in the military until this year and now that I’m doing our taxes, I’m worried that it will become an issue as [...]

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 Can SNT Include Charitable Beneficiary and Qualify Under the SECURE Act?
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By Harry Margolis
In Retirement Plans, Special Needs Planning
Posted May 26, 2022

Can SNT Include Charitable Beneficiary and Qualify Under the SECURE Act?

Question: I just read your article about IRAs being paid to trusts. Is a special needs trust for grantor’s disabled son an “eligible designated beneficiary” under the SECURE [...]

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 Can I Have a U.S Trust Even Though I Live Out of the Country?
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By Harry Margolis
In Non-US Citizens, Revocable Trusts
Posted May 16, 2022

Can I Have a U.S Trust Even Though I Live Out of the Country?

Question: I’m a US citizen living abroad, my wife is a non-US citizen. I have two children living in United States and they are both US citizens. My property and all my assets are in U.S. I [...]

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 Must Irrevocable Trust with Just $10 of Income File 1041 Return?
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By Harry Margolis
In Irrevocable Trusts
Posted May 2, 2022

Must Irrevocable Trust with Just $10 of Income File 1041 Return?

Question: Does our trustee need to file a tax return for 2021 for our irrevocable trust established on Dec 17, 2021? The only assets in the trust are our house we are still living in and some [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (43)
  • Estate and Gift Taxes (55)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (49)
  • Long-Term Care Planning (170)
  • Non-Traditional Families (16)
  • Non-US Citizens (23)
  • Pets (3)
  • Practical Matters (15)
  • Probate (37)
  • Property in Other Countries (4)
  • Real Estate (66)
  • Retirement Plans (19)
  • Revocable Trusts (98)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (68)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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