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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: "February, 2026"
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 How Can I Create Low-Cost Senior Housing?
0
By Harry Margolis
In Real Estate
Posted February 25, 2026

How Can I Create Low-Cost Senior Housing?

Question: I would like to find a way to put some low-cost housing for other seniors getting priced out of their homes on land I own in Florida. How can I do this without getting taxed to death? [...]

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 Can We Ignore Credit Card Claims Against Estate?
0
By Harry Margolis
In Probate
Posted February 18, 2026

Can We Ignore Credit Card Claims Against Estate?

Question: My mother passed away on February 5, 2025, and she had a living trust set up with my brother and me as beneficiaries. My mom had four credit cards with outstanding balances totaling [...]

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 How Can I Challenge Conservator’s Fee?
0
By Harry Margolis
In Guardianship and Conservatorship
Posted February 11, 2026

How Can I Challenge Conservator’s Fee?

Question: I have a rather complicated scenario that started as a result of my taking on paying my mother‘s bills when I discovered that she had stopped doing so. During this time, my brother [...]

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Categories
  • Asset Protection (38)
  • Charitable Giving (11)
  • Durable Powers of Attorney (54)
  • Estate and Gift Taxes (70)
  • Guardianship and Conservatorship (15)
  • 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 (67)
  • Property in Other Countries (6)
  • Real Estate (125)
  • 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