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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: "June, 2025"
Home /
 Can I Transfer Cryptocurrency to a Special Needs Trust?
0
By Harry Margolis
In Special Needs Planning
Posted June 20, 2025

Can I Transfer Cryptocurrency to a Special Needs Trust?

Question: I’m on Medicaid. I purchased cryptocurrency that could result in a sizable capital gain when I sell. Can I get a first-party special needs trust set up and transfer the proceeds [...]

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0
By Harry Margolis
In Guardianship and Conservatorship
Posted June 18, 2025

What Lessons Can We Learn from the Hackman and Leno Cases?

Question: Two recent stories in the news – Jay Leno initiating custodianship for his wife, Mavis who has dementia, and Gene Hackman and his wife dying almost at the same time – when it comes to a [...]

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 Does Massachusetts Millionaires Tax Subject All Income to Surcharge?
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By Harry Margolis
In Real Estate
Posted June 11, 2025

Does Massachusetts Millionaires Tax Subject All Income to Surcharge?

Question: Regarding capital gains taxes in Massachusetts: Say I bought my house many years ago for $500,000 and put in $250,000 of improvements. My base is $750,000. My wife and I sell the house [...]

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 Is it Worth Litigating a Probate Matter?
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By Harry Margolis
In Probate
Posted June 6, 2025

Is it Worth Litigating a Probate Matter?

Question: I would like to know is there any benefit to probate litigation? I believe that the executor of my mother’s estate failed to act in the best interest of the beneficiaries in a [...]

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0
By Harry Margolis
In Probate, Real Estate
Posted June 4, 2025

May Personal Representative of Estate Charge Commission on Sale of Home?

Question: Is an independent administrator entitled to a 5% commission fee on the sale of a home when there was a real estate commission fee of 6% paid during the administration of the estate. [...]

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Categories
  • Asset Protection (37)
  • Charitable Giving (11)
  • 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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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)

Read Sample Chapters

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