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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

Author Archive for: "harry"
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 Can I Transfer Cryptocurrency to a Special Needs Trust?
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By Harry Margolis
In Special Needs Planning
Posted June 20, 2025

Can I Transfer Cryptocurrency to a Special Needs Trust?

Question: I’m on Medicaid. I purchased cryptocurrency that could result in a sizable capital gain when I sell. Can I get a first-party special needs trust set up and transfer the proceeds [...]

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By Harry Margolis
In Guardianship and Conservatorship
Posted June 18, 2025

What Lessons Can We Learn from the Hackman and Leno Cases?

Question: Two recent stories in the news – Jay Leno initiating custodianship for his wife, Mavis who has dementia, and Gene Hackman and his wife dying almost at the same time – when it comes to a [...]

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 Does Massachusetts Millionaires Tax Subject All Income to Surcharge?
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By Harry Margolis
In Real Estate
Posted June 11, 2025

Does Massachusetts Millionaires Tax Subject All Income to Surcharge?

Question: Regarding capital gains taxes in Massachusetts: Say I bought my house many years ago for $500,000 and put in $250,000 of improvements. My base is $750,000. My wife and I sell the house [...]

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 Is it Worth Litigating a Probate Matter?
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By Harry Margolis
In Probate
Posted June 6, 2025

Is it Worth Litigating a Probate Matter?

Question: I would like to know is there any benefit to probate litigation? I believe that the executor of my mother’s estate failed to act in the best interest of the beneficiaries in a [...]

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By Harry Margolis
In Probate, Real Estate
Posted June 4, 2025

May Personal Representative of Estate Charge Commission on Sale of Home?

Question: Is an independent administrator entitled to a 5% commission fee on the sale of a home when there was a real estate commission fee of 6% paid during the administration of the estate. [...]

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 What Legal Documents Should Older Adults Have In Place?
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By Harry Margolis
In Wills
Posted May 30, 2025

What Legal Documents Should Older Adults Have In Place?

Question: What are the legal documents essential for any older adult that covers long-term care and end-of-life wishes? Response: Everyone should have a will, durable power of attorney, health [...]

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 Should I Work with an Estate Planning or an Elder Law Attorney?
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By Harry Margolis
In Long-Term Care Planning
Posted May 28, 2025

Should I Work with an Estate Planning or an Elder Law Attorney?

Question: What is the benefit of ensuring you work with an elder law attorney versus a traditional estate lawyer (cost savings, understanding benefits of Medicare/Medicaid, look back periods, [...]

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 What is Tax Liability on Sale of House Inherited Through Life Estate?
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By Harry Margolis
In Real Estate
Posted May 23, 2025

What is Tax Liability on Sale of House Inherited Through Life Estate?

Question: What is the tax liability be on the sale of a house that was inherited through a life estate? Synopsis: life estate deed signed on 2021; life tenant passed away in 2023; prepared house [...]

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By Harry Margolis
In Long-Term Care Planning
Posted May 22, 2025

What Do We Do If Senior Needs Memory Care But Not Nursing Home?

Question: My former spouse (I am his power of attorney and health care proxy) currently resides at a rest home and is in need of a higher level care, preferably an affordable memory care unit. I [...]

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 How Do We Calculate the Capital Gains on Sale of Property In Life Estate?
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By Harry Margolis
In Real Estate
Posted May 9, 2025

How Do We Calculate the Capital Gains on Sale of Property In Life Estate?

Question: My parents created a life estate in Rhode Island. My dad passed away in 2022. The estate attorney noted the value of the home at $852K. Based on the life estate his estate reflected his [...]

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Categories
  • Asset Protection (37)
  • Charitable Giving (11)
  • Durable Powers of Attorney (52)
  • Estate and Gift Taxes (69)
  • Guardianship and Conservatorship (10)
  • Health Care Directives (14)
  • Housing and Urban Development (HUD) (1)
  • Irrevocable Trusts (76)
  • Long-Term Care Planning (192)
  • Non-Traditional Families (17)
  • Non-US Citizens (40)
  • Pets (6)
  • Practical Matters (17)
  • Probate (64)
  • Property in Other Countries (6)
  • Real Estate (117)
  • Retirement Plans (25)
  • Revocable Trusts (144)
  • Second Marriages (12)
  • Social Security (20)
  • Special Needs Planning (97)
  • Trustee (55)
  • Vacation Homes (5)
  • Wills (68)
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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

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