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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: "December, 2025"
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 What Can We Do When Investment Company Won’t Pay Out to Beneficiaries on Account?
0
By Harry Margolis
In Probate
Posted December 31, 2025

What Can We Do When Investment Company Won’t Pay Out to Beneficiaries on Account?

Question: My mother passed away earlier this year leaving a living trust that says that everything should be split between with my brother and myself 50/50. Now my question: How long should an [...]

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 How Can Remainder Interest Be Changed from Joint Tenants to Tenants in Common?
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By Harry Margolis
In Long-Term Care Planning, Real Estate
Posted December 20, 2025

How Can Remainder Interest Be Changed from Joint Tenants to Tenants in Common?

Question: In an attempt to find solutions to bypass probate, my husband and I set up a life estate in 2011. Both of our children are the remaindermen, and they hold title as joint tenants on the [...]

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 What is the Remedy When Co-Trustee Acts Unilaterally?
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By Harry Margolis
In Real Estate, Revocable Trusts
Posted December 11, 2025

What is the Remedy When Co-Trustee Acts Unilaterally?

Question: I’m a co-trustee and beneficiary of a Massachusetts realty trust. Since our father passed in 2024, my brother (also co-trustee) has made attempts to sell the property in the trust and [...]

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 What to Do About Abusive and Demented Stepfather?
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By Harry Margolis
In Guardianship and Conservatorship, Long-Term Care Planning
Posted December 3, 2025

What to Do About Abusive and Demented Stepfather?

Question: My mother’s husband is 82 years old and has dementia. Last month, he went out to a car dealership, purchased a car, and drove it away. He was missing for 3 days and ultimately was [...]

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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)
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  • 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