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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: "August, 2023"
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1
By Harry Margolis
In Asset Protection
Posted August 28, 2023

How Can We Get FDIC Protection for $2 Million?

Question: Can FDIC protection for certificates of deposit be purchased by a married couple (with four adult children) to cover $2 million? Response: Yes. This, of course, all of the sudden seems [...]

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 What Rights Do Non-U.S. Heirs of Intestate Estate Have?
0
By Harry Margolis
In Non-US Citizens, Probate, Wills
Posted August 16, 2023

What Rights Do Non-U.S. Heirs of Intestate Estate Have?

Question: My cousin passed away and left an estate of $1.1 million plus. She had a current will which was conveniently missing at the time of her death due to shenanigans by the public guardian, [...]

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 Should We Add My Stepson to Our Deed?
0
By Harry Margolis
In Real Estate, Second Marriages, Wills
Posted August 11, 2023

Should We Add My Stepson to Our Deed?

Question: My husband and I are both listed on our condo. My husband recently had a cancer scare and would like to put his son on our deed. He says in case something happens to one or both of us, [...]

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 How Can I Give My Agents Under My DPA the Power to Appoint Successor Agents?
0
By Harry Margolis
In Durable Powers of Attorney
Posted August 8, 2023

How Can I Give My Agents Under My DPA the Power to Appoint Successor Agents?

Question: This question is about an issue regarding powers of attorney (POAs) that seems to be rarely discussed. About 40 states (including my state) have adopted a version of the Uniform POA [...]

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Categories
  • Asset Protection (37)
  • Charitable Giving (11)
  • Durable Powers of Attorney (52)
  • Estate and Gift Taxes (69)
  • Guardianship and Conservatorship (9)
  • Health Care Directives (14)
  • Housing and Urban Development (HUD) (1)
  • Irrevocable Trusts (76)
  • Long-Term Care Planning (190)
  • Non-Traditional Families (17)
  • Non-US Citizens (40)
  • Pets (6)
  • Practical Matters (17)
  • Probate (62)
  • Property in Other Countries (6)
  • Real Estate (114)
  • Retirement Plans (25)
  • Revocable Trusts (144)
  • Second Marriages (12)
  • Social Security (20)
  • Special Needs Planning (96)
  • Trustee (55)
  • Vacation Homes (5)
  • Wills (67)
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This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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(An Amazon Prime Reading selection)

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