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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: "July, 2022"
Home /
 Should My Parents Put their Home in My Name?
0
By Harry Margolis
In Long-Term Care Planning
Posted July 29, 2022

Should My Parents Put their Home in My Name?

Question: My parents are thinking of putting their primary and only residence into my name so they would qualify for reduced rates in a residential facility if need be. The home is worth about [...]

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 What Happens When Grantor of Revocable Trust LLP Partner Dies?
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By Harry Margolis
In Irrevocable Trusts
Posted July 25, 2022

What Happens When Grantor of Revocable Trust LLP Partner Dies?

Question: In a small business LLP, can a Partnership issue K-1’s in name and Social Security number of the Trustee or must it be in name of the Trust, if the Trust is listed as a Limited Partner? [...]

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 What Dates Matter for the Medicaid Transfer Penalty?
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By Harry Margolis
In Long-Term Care Planning
Posted July 15, 2022

What Dates Matter for the Medicaid Transfer Penalty?

Question: Can you clarify some benchmark dates for making a long-term care Medicaid application? Does the five-year look-back period start (or end) on the same date as the date of the mailed-in [...]

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 How Will Securities in Inherited IRA be Valued When They are Sold?
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By Harry Margolis
In Retirement Plans
Posted July 6, 2022

How Will Securities in Inherited IRA be Valued When They are Sold?

Question: I inherited a traditional IRA from my mother; I am the sole beneficiary. I am leaning toward liquidating the securities but I wanted to understand how that is accomplished. I assumed [...]

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 Must SSI Beneficiary Begin Taking Social Security Retirement at Age 62?
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By Harry Margolis
In Social Security, Special Needs Planning
Posted July 1, 2022

Must SSI Beneficiary Begin Taking Social Security Retirement at Age 62?

Question: I wanted to confirm that an SSI recipient must apply for their Social Security benefits when they turn 62 based on a friend’s recent personal experience. About 10 weeks after [...]

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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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This simple-yet-comprehensive guide provides everything you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book

Read Sample Chapters

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