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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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Pets

Home / Pets /
 How Can Owners of House Sell It Despite Heir’s Life Interest?
0
By Harry Margolis
In Pets
Posted April 26, 2024

How Can Owners of House Sell It Despite Heir’s Life Interest?

Question: In Florida, a property was owned by Robert, Maria and Nancy (tenants in common, all siblings). Maria passed away in 2016 leaving her share to her heirs (her children since she was a [...]

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 Will My Grandmother’s House be Subject to the Massachusetts Estate Tax?
2
By Harry Margolis
In Pets
Posted July 28, 2023

Will My Grandmother’s House be Subject to the Massachusetts Estate Tax?

Question: I am middle aged, single, and reside with my grandmother who is in her 90s. I help her with day-to-day things. My mother, who is disabled and receives SSDI, lives in the same house. I [...]

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 Can Non-Citizen Spouse Withdraw IRA Over Her Lifetime?
0
By Harry Margolis
In Pets
Posted February 6, 2023

Can Non-Citizen Spouse Withdraw IRA Over Her Lifetime?

Question: I am a US Citizen, age 87, with an IRA invested a US mutual fund. My wife is a not a US citizen (she’s Thai), is 45 and is the named beneficiary on my IRA. She has a tax [...]

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 How Much are Pet Trust Trustees Paid?
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By Harry Margolis
In Pets, Trustee
Posted March 15, 2019

How Much are Pet Trust Trustees Paid?

Question: Is there a usual and customary amount that people pay their pet trustee? How much is customary, annually? Answer: Most pet trustees are not paid at all or are paid a nominal amount. The [...]

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 4 Resources to Protect Your Pet
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By Harry Margolis
In Pets
Posted June 9, 2017

4 Resources to Protect Your Pet

While you can create a pet trust to set aside money to be used to care for your pet in the event of your incapacity or death, other steps you can take may be equally to protect your pet. These [...]

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 How to Create a Trust for your Pet
0
By Harry Margolis
In Pets
Posted March 17, 2017

How to Create a Trust for your Pet

No doubt, your pet or pets are significant parts of your family. (Does it sometimes seem like your dog is the only one happy to see you come home after work?) Yet most people do not include them [...]

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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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