• 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

Probate

Home / Probate /
0
By Harry Margolis
In Probate
Posted September 25, 2023

Can I Use Niece’s Inheritance to Pay Off Her Student Loans?

Question: I am the executor of my brother’s estate. My niece and I do not agree on one issue: her student loans. I spoke with a close family friend last night. We both agree that my brother [...]

READ MORE
 Is My Mother’s Will Invalid?
0
By Harry Margolis
In Probate, Wills
Posted September 15, 2023

Is My Mother’s Will Invalid?

Question: I am the executor of my mother’s will. I have 4 siblings that are living. When the will was written up my mother signed and the notary had my son and myself sign as witnesses, not [...]

READ MORE
 What Rights Do Non-U.S. Heirs of Intestate Estate Have?
0
By Harry Margolis
In Non-US Citizens, Probate, Wills
Posted August 16, 2023

What Rights Do Non-U.S. Heirs of Intestate Estate Have?

Question: My cousin passed away and left an estate of $1.1 million plus. She had a current will which was conveniently missing at the time of her death due to shenanigans by the public guardian, [...]

READ MORE
2
By Harry Margolis
In Irrevocable Trusts, Probate
Posted July 5, 2023

When is It Safe to Make a Final Distribution from My Mother’s Trust?

Question: I am the trustee for my mother’s irrevocable trust. She passed in 2020. All the assets in the trust have been distributed to the four beneficiaries. The only asset remaining is a [...]

READ MORE
 Are Shares of Stock in My Name in My Husband’s Estate?
0
By Harry Margolis
In Estate and Gift Taxes, Probate
Posted June 28, 2023

Are Shares of Stock in My Name in My Husband’s Estate?

Question: My husband passed away. I owned stocks in only my name. Are the stocks part of his estate? Response: No. What’s yours is yours and what was his is in his estate. In terms of [...]

READ MORE
 How Can You Plan to Avoid Elective Share Claim by Estranged Spouse?
1
By Harry Margolis
In Non-Traditional Families, Probate
Posted April 5, 2023

How Can You Plan to Avoid Elective Share Claim by Estranged Spouse?

Question: My sister separated from her husband back in 2001 and never saw him again. They are technically still married. Now, even if she has her daughter as the sole beneficiary under her will, [...]

READ MORE
 How Do I Calculate the Capital Gain on Sale of Inherited Property?
0
By Harry Margolis
In Probate, Real Estate
Posted March 22, 2023

How Do I Calculate the Capital Gain on Sale of Inherited Property?

Question: I inherited lake shore property (vacant land–no house) that I am now selling. How do I figure the capital gains on the sale? Response: The capital gain will be the difference [...]

READ MORE
 Must Mobile Home Go Through Probate Because Heir is German?
0
By Harry Margolis
In Non-US Citizens, Probate, Wills
Posted January 23, 2023

Must Mobile Home Go Through Probate Because Heir is German?

Question: A friend of mine passed away and had it in her will for her longtime friend who lives in Germany would be her executor and inherit her mobile home and belongings. But now someone from [...]

READ MORE
 How Should Property be Distributed When Dad Moves to Assisted Living?
0
By Harry Margolis
In Long-Term Care Planning, Probate
Posted January 9, 2023

How Should Property be Distributed When Dad Moves to Assisted Living?

Question: I just read a story about Mary Jane’s estate which was divided among four siblings.  Our family also has four siblings. The difference is that our father is still living but has to move [...]

READ MORE
 How Much of Stock In Estate Should Be Sold to Pay Taxes and Bequests?
0
By Harry Margolis
In Probate
Posted January 6, 2023

How Much of Stock In Estate Should Be Sold to Pay Taxes and Bequests?

Question: I am the executor of an estate where I would like to liquidate some common stock in order to pay the New Jersey inheritance tax and distribute some cash legacies as specified in the [...]

READ MORE
1 2 3 4 5
page 1 of 5
Categories
  • Asset Protection (35)
  • Charitable Giving (10)
  • Durable Powers of Attorney (45)
  • Estate and Gift Taxes (59)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (54)
  • Long-Term Care Planning (177)
  • Non-Traditional Families (17)
  • Non-US Citizens (30)
  • Pets (5)
  • Practical Matters (15)
  • Probate (43)
  • Property in Other Countries (5)
  • Real Estate (80)
  • Retirement Plans (21)
  • Revocable Trusts (108)
  • Second Marriages (12)
  • Social Security (19)
  • Special Needs Planning (74)
  • Trustee (52)
  • Vacation Homes (4)
  • Wills (56)
© All Rights Reserved  |  Privacy Policy

Start typing and press Enter to search

Putting off planning your estate?

Don’t know where to start?

This simple-yet-comprehensive guide provides everything you need to know (in plain English).

Get the Book

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Read Sample Chapters

Putting off planning your estate?

This simple-yet-comprehensive guide provides everything you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book

Read Sample Chapters

subscribe