• 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

Real Estate

Home / Real Estate /
 What’s the Capital Gain on the Sale of House I Owned with my Mother?
0
By Harry Margolis
In Real Estate
Posted June 3, 2022

What’s the Capital Gain on the Sale of House I Owned with my Mother?

Question: I am in San Diego, California, and am looking to sell my primary residence that I’ve owned (as a joint tenant with the right to survivorship) with my mom. As I now own the [...]

READ MORE
 How Can Someone Deployed in Military Service Report Capital Gains from 2018?
0
By Harry Margolis
In Real Estate
Posted May 28, 2022

How Can Someone Deployed in Military Service Report Capital Gains from 2018?

Question: My fiancé sold a property in Florida back in 2018. He was away in the military until this year and now that I’m doing our taxes, I’m worried that it will become an issue as [...]

READ MORE
 Should Estate Plan with Various Businesses and Beneficiaries Include a Trust?
0
By Harry Margolis
In Real Estate, Revocable Trusts, Second Marriages
Posted April 25, 2022

Should Estate Plan with Various Businesses and Beneficiaries Include a Trust?

Question: I’m 65, collecting Social Security, own a condo, and own a building in which I operate a restaurant. The restaurant pays rent to an LLC  of which I’m the sole owner. I have a will [...]

READ MORE
 Can My Children in India be Beneficiaries of My Living Trust?
0
By Harry Margolis
In Non-US Citizens, Real Estate
Posted April 22, 2022

Can My Children in India be Beneficiaries of My Living Trust?

Question: I want put a house in California into a living trust. One of my daughters lives in the United States but my other two adult children are in India. Can my other children be beneficiaries [...]

READ MORE
 Will Massachusetts Vacation House in Trust Receive Step-Up in Basis?
0
By Harry Margolis
In Estate and Gift Taxes, Real Estate
Posted April 1, 2022

Will Massachusetts Vacation House in Trust Receive Step-Up in Basis?

Question: My parent placed her Massachusetts vacation home in a revocable realty trust and included her two living adult children and herself in this trust. She apparently did this to avoid [...]

READ MORE
 Can I Leave My Interest in Real Estate to Non-U.S. Citizen?
0
By Harry Margolis
In Non-US Citizens, Real Estate
Posted March 28, 2022

Can I Leave My Interest in Real Estate to Non-U.S. Citizen?

Question: I am US citizen and have a rental property investment near San Diego, California. The deed is under my name and my sister’s name (70:30). I want to sell the house but my sister [...]

READ MORE
 Will House Deeded to Spouse Just Prior to Death Receive Step-up in Basis?
0
By Harry Margolis
In Real Estate
Posted March 25, 2022

Will House Deeded to Spouse Just Prior to Death Receive Step-up in Basis?

Question: If two spouses deed their primary home, within one year of one spouse’s passing, from their living trust to the ill spouse, and the ill spouse had willed everything to a [...]

READ MORE
 Does Prenuptial Agreement Trump Trust Created by My Father?
0
By Harry Margolis
In Real Estate, Revocable Trusts
Posted February 16, 2022

Does Prenuptial Agreement Trump Trust Created by My Father?

Question: My father married after my mother passed when he was already retired. They have a prenup saying they will keep all belongings acquired before they married separate to be inherited by [...]

READ MORE
 Can I Get a Mortgage to Buy Out My Brothers’ Interest in House?
0
By Harry Margolis
In Real Estate, Revocable Trusts, Wills
Posted January 28, 2022

Can I Get a Mortgage to Buy Out My Brothers’ Interest in House?

Question: Five years ago my dad bought a house for me, though it was titled in his name. He put the down payment down and I have made all the mortgage, tax, and all payments for the house. I was [...]

READ MORE
 What are the Tax Results when Stepmother Buys Out House in Trust?
0
By Harry Margolis
In Estate and Gift Taxes, Real Estate
Posted January 19, 2022

What are the Tax Results when Stepmother Buys Out House in Trust?

Question: I am the Trustee of my father’s irrevocable living trust in Illinois. He was remarried and took my advice and set up a living trust and will, so he could pass certain assets on to [...]

READ MORE
1 2 3 4 5 6
page 1 of 6
Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (41)
  • Estate and Gift Taxes (47)
  • Guardianship and Conservatorship (4)
  • Health Care Directives (12)
  • Irrevocable Trusts (42)
  • Long-Term Care Planning (158)
  • Non-Traditional Families (15)
  • Non-US Citizens (20)
  • Pets (3)
  • Practical Matters (15)
  • Probate (29)
  • Property in Other Countries (4)
  • Real Estate (52)
  • Retirement Plans (17)
  • Revocable Trusts (92)
  • Second Marriages (10)
  • Social Security (18)
  • Special Needs Planning (67)
  • Trustee (51)
  • Vacation Homes (3)
  • Wills (44)
© 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