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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, 2025"
Home /
 How Long Does It Take to Get a Guardianship or Conservatorship?
0
By Harry Margolis
In Guardianship and Conservatorship
Posted August 29, 2025

How Long Does It Take to Get a Guardianship or Conservatorship?

Question: My parents are elderly and my sister and brother would prefer that they agree to move out of their home and into either an assisted living center or a nursing home. My father is very [...]

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 What Happens to a Revocable Trust When the Grantor Dies?
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By Harry Margolis
In Revocable Trusts
Posted August 27, 2025

What Happens to a Revocable Trust When the Grantor Dies?

Question: What Happens to a Revocable Trust When the Grantor Dies? My mother recently passed away. She had a revocable trust. What happens now? Response: The answer depends to some extent on what [...]

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 What Minefields Can Be Avoided in Paying a Family Caregiver?
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By Harry Margolis
In Long-Term Care Planning
Posted August 22, 2025

What Minefields Can Be Avoided in Paying a Family Caregiver?

Question: What are the minefields families should be aware of when they become a caregiver to an older loved one? (I heard the story of a man wanting to get paid his lost salary and benefits from [...]

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0
By Harry Margolis
In Guardianship and Conservatorship
Posted August 20, 2025

Is a Contract Binding if One Party Has Early Dementia?

Question: If one party is experiencing early dementia and does not understand a complicated contract or its ramifications and signs, is it binding? Response: No, contracts are not binding if a [...]

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 How Can Estate Planning Prevent Elder Financial Abuse?
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By Harry Margolis
In Asset Protection
Posted August 6, 2025

How Can Estate Planning Prevent Elder Financial Abuse?

Question: How can better planning help prevent elder financial abuse? Response: Elder financial abuse usually comes from two sources: scams or trusted people, whether family members or neighbors [...]

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Categories
  • Asset Protection (38)
  • Charitable Giving (11)
  • Durable Powers of Attorney (54)
  • Estate and Gift Taxes (70)
  • Guardianship and Conservatorship (14)
  • Health Care Directives (15)
  • Irrevocable Trusts (77)
  • Long-Term Care Planning (198)
  • Non-Traditional Families (18)
  • Non-US Citizens (43)
  • Pets (6)
  • Practical Matters (17)
  • Probate (66)
  • Property in Other Countries (6)
  • Real Estate (124)
  • Retirement Plans (25)
  • Revocable Trusts (150)
  • Second Marriages (12)
  • Social Security (20)
  • Special Needs Planning (99)
  • Trustee (55)
  • Vacation Homes (5)
  • Wills (69)
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Wondering if a trust makes sense for you?

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

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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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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