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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: "October, 2025"
Home /
 What Are the Capital Gains on the Sale of a Remainder Interest?
0
By Harry Margolis
In Real Estate
Posted October 3, 2025

What Are the Capital Gains on the Sale of a Remainder Interest?

Question: April who is 93 years old owns property worth $1 million which she bought for $50,000. It’s subject to a $700,000 reverse mortgage. To further complicate the picture, April [...]

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0
By Harry Margolis
In Non-US Citizens
Posted October 1, 2025

Can My Non-Citizen and Non-U.S. Resident Children be Beneficiaries of My Trust and IRAs?

Question: I have four adult children. Two are U.S. citizens and the other two are non-U.S. citizens. All are living overseas. Can I put them in my trust and name them as beneficiaries on my [...]

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Categories
  • Asset Protection (38)
  • Charitable Giving (11)
  • Durable Powers of Attorney (54)
  • Estate and Gift Taxes (70)
  • Guardianship and Conservatorship (13)
  • Health Care Directives (15)
  • Irrevocable Trusts (77)
  • Long-Term Care Planning (196)
  • Non-Traditional Families (18)
  • Non-US Citizens (42)
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  • Probate (65)
  • Property in Other Countries (6)
  • Real Estate (120)
  • Retirement Plans (25)
  • Revocable Trusts (147)
  • Second Marriages (12)
  • Social Security (20)
  • Special Needs Planning (99)
  • Trustee (55)
  • Vacation Homes (5)
  • Wills (68)
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Wondering if a trust makes sense for you?

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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