• take action: Plan Your Estate
  • Ask a Question

    Ask Harry a Question

    • This field is for validation purposes and should be left unchanged.

    Close
  • Books
  • Podcasts
  • Guides
  • Subscribe

    Subscribe to the Ask Harry blog

    Loading
    Close
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.
  • Ask a Question

    Ask Harry a Question

    • This field is for validation purposes and should be left unchanged.

    Close
  • Books
  • Podcasts
  • Guides
  • Subscribe

    Subscribe to the Ask Harry blog

    Loading
    Close

Archives

Author Archive for: "harry"
Home /
 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? [...]

READ MORE
 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 [...]

READ MORE
 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 [...]

READ MORE
 Can Life Estate Deed Be Changed?
0
By Harry Margolis
In Real Estate
Posted January 14, 2026

Can Life Estate Deed Be Changed?

Question: Can you add an addendum to a life estate. My parents created a life estate and the attorney told them they had to put their three children on the deed even though they only wanted to [...]

READ MORE
 What Happens When Trust Beneficiary Dies Before Grantors?
0
By Harry Margolis
In Revocable Trusts
Posted January 8, 2026

What Happens When Trust Beneficiary Dies Before Grantors?

Question: Situation: Co-grantors created a revocable trust in Oregon with their son (A) as a successor trustee and beneficiary of a 70% share. The other beneficiary (B) is their son’s [...]

READ MORE
 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 [...]

READ MORE
 How Can Remainder Interest Be Changed from Joint Tenants to Tenants in Common?
0
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 [...]

READ MORE
 What is the Remedy When Co-Trustee Acts Unilaterally?
0
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 [...]

READ MORE
 What to Do About Abusive and Demented Stepfather?
0
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 [...]

READ MORE
 Are Fees Quoted for Drafting Trust Reasonable?
0
By Harry Margolis
In Revocable Trusts
Posted November 26, 2025

Are Fees Quoted for Drafting Trust Reasonable?

Question: How much should it cost to put together a trust from a reputable company? I’m being quoted $4,000 for a trust that would include about $1 million in assets, including a cabin that we [...]

READ MORE
1 2 3 4 5 6 7 8 9 ...
page 1 of 84
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)
© All Rights Reserved  |  Privacy Policy

Start typing and press Enter to search

Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

Get the Book
(An Amazon Prime Reading selection)

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Read Sample Chapters

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