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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, 2025"
Home /
 Can I Change How My Irrevocable Trust Will Be Distributed?
0
By Harry Margolis
In Irrevocable Trusts
Posted September 26, 2025

Can I Change How My Irrevocable Trust Will Be Distributed?

Question: I have an irrevocable trust. I would like to change how the real estate and cash in the trust is to be distributed. Some of my children could use the cash that is in the trust now. [...]

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 What Should I Do If Husband Threatens to Leave House to Daughter?
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By Harry Margolis
In Real Estate, Revocable Trusts
Posted September 25, 2025

What Should I Do If Husband Threatens to Leave House to Daughter?

Heading: I live in my husband’s house which is in his name. He became mentally ill (breakdown/bipolar), stole my savings so I am on benefits and after 1 1/2 years of caring for him and went awol [...]

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0
By Harry Margolis
In Non-US Citizens
Posted September 19, 2025

How Do I Give Property in Mexico Upon My Death?

Question: I am a U.S. citizen and own a property in Mexico. I would like to leave it after my death to my Mexican citizen property manager. How would I go about doing that? Response: You need to [...]

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 Can My Child’s Grandparent be Our Section 8 Landlord?
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By Harry Margolis
In Special Needs Planning
Posted September 17, 2025

Can My Child’s Grandparent be Our Section 8 Landlord?

Question: I am a Section 8 voucher holder. One of my children’s grandparents owns a home and I’m wondering if I can legally use my voucher to rent from him. Her dad and I were never married and [...]

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 Does the Step-Up in Basis Occur Upon Death or When Estate is Probated?
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By Harry Margolis
In Probate, Real Estate
Posted September 10, 2025

Does the Step-Up in Basis Occur Upon Death or When Estate is Probated?

Question: I sold my apartment last year. My mother’s name was on the property because she helped me with the down payment and credit rating 30 years ago. The question is, did I inherit her half [...]

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 What is a Durable Power of Attorney?
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By Harry Margolis
In Durable Powers of Attorney
Posted September 8, 2025

What is a Durable Power of Attorney?

Key Takeaways: A durable power of attorney document allows a trusted person to manage your financial and legal affairs if you are unable to. Without it, family members will likely have a hard [...]

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 How Do You Close a Revocable Trust After the Death of the Grantor?
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By Harry Margolis
In Revocable Trusts
Posted September 3, 2025

How Do You Close a Revocable Trust After the Death of the Grantor?

Question: My mother died recently. She had a revocable trust that says that at her death it is to be distributed equally to her three children. What do now? Response: The process for closing out [...]

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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