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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, 2022"
Home /
 How Can I Sell House in Life Estate if One Owner is Deceased?
2
By Harry Margolis
In Long-Term Care Planning, Real Estate
Posted September 29, 2022

How Can I Sell House in Life Estate if One Owner is Deceased?

Question: My mom has a life estate. She may have to go into a nursing home. I need to sell her home. I have P.O.A.  My brother and I are also on the deed and my brother has passed away.The bank [...]

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 Should Executor Sell Stock in Estate and Distribute Proceeds?
0
By Harry Margolis
In Probate
Posted September 27, 2022

Should Executor Sell Stock in Estate and Distribute Proceeds?

Question: I’m the executor for my father’s trust and he passed away July 3 of this year. One of the things he has in his portfolio is some Allspring Global stock, and I’m wondering if I should [...]

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 How Can We Protect Our House From Medicaid Estate Recovery?
0
By Harry Margolis
In Long-Term Care Planning, Real Estate
Posted September 23, 2022

How Can We Protect Our House From Medicaid Estate Recovery?

Question: My name and my dad’s name are on the deed to our house. He is going to a nursing home and will eventually go on Medicaid. Can they take the house from me? My name has been on the [...]

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 What Can We Do About Uncooperative IRA Beneficiary?
0
By Harry Margolis
In Retirement Plans
Posted September 19, 2022

What Can We Do About Uncooperative IRA Beneficiary?

Question: My siblings and I inherited an IRA from an aunt in disproportionate amounts. One sibling refuses to set up their own inherited IRA account because they are upset they did not get an [...]

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 Can Surviving Spouse Use Gift Exclusion of Deceased Spouse?
0
By Harry Margolis
In Estate and Gift Taxes
Posted September 16, 2022

Can Surviving Spouse Use Gift Exclusion of Deceased Spouse?

Question: Can Surviving Spouse Use Gift Exclusion of Deceased Spouse? I have bought your book “Get Your Ducks in a Row” and have enjoyed the reading. My question: in the year of passing can a [...]

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 Does Location Matter When Choosing Trustees?
0
By Harry Margolis
In Revocable Trusts
Posted September 12, 2022

Does Location Matter When Choosing Trustees?

Question: I’m having trouble figuring out if a trust is right for me. I became disabled when I was 49 in 2011 and I just turned 60. My problem is that my two best friends live in [...]

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 What are the Taxes if I Leave a Bequest to Family in Israel?
0
By Harry Margolis
In Estate and Gift Taxes, Non-US Citizens
Posted September 9, 2022

What are the Taxes if I Leave a Bequest to Family in Israel?

Question: I want to bequest some funds to my family members in Israel after my death. I live in California. Will there be taxes to pay from my estate if I leave money to a foreigner living in [...]

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 How Should I Word Will to Direct Sale and Distribution of All Assets?
0
By Harry Margolis
In Wills
Posted September 6, 2022

How Should I Word Will to Direct Sale and Distribution of All Assets?

Question: I would like to put some type of wording in our will that says all assets (IRAs, Retirements, Pensions, stocks/bonds and houses be sold and distributed equally between our family and [...]

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 What Can Trustee Do About Difficult Beneficiary?
3
By Harry Margolis
In Irrevocable Trusts
Posted September 2, 2022

What Can Trustee Do About Difficult Beneficiary?

Question: I am trustee for a 65-year-old sibling. There are two remainder beneficiaries who are my adult children. My sibling has not shown the ability to handle his finances wisely, thus my [...]

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Categories
  • Asset Protection (37)
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  • Durable Powers of Attorney (52)
  • Estate and Gift Taxes (69)
  • Guardianship and Conservatorship (10)
  • Health Care Directives (14)
  • Housing and Urban Development (HUD) (1)
  • Irrevocable Trusts (76)
  • Long-Term Care Planning (192)
  • Non-Traditional Families (17)
  • Non-US Citizens (40)
  • Pets (6)
  • Practical Matters (17)
  • Probate (64)
  • Property in Other Countries (6)
  • Real Estate (117)
  • Retirement Plans (25)
  • Revocable Trusts (144)
  • Second Marriages (12)
  • Social Security (20)
  • Special Needs Planning (97)
  • Trustee (55)
  • Vacation Homes (5)
  • Wills (68)
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Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters

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