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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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Wills

Home / Guardianship and Conservatorship /
 Can We Name Our Out-of-State Friends as Guardians of our Children?
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By Harry Margolis
In Guardianship and Conservatorship, Wills
Posted June 20, 2022

Can We Name Our Out-of-State Friends as Guardians of our Children?

Question: My wife and I want to make a living will to appoint our married couple friends as guardians of our minor children in the event that both of us pass away. We live in Arkansas and our [...]

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 Are Simple Wills Sufficient for Tangible Personal Property in Blended Family?
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By Harry Margolis
In Non-Traditional Families, Wills
Posted February 7, 2022

Are Simple Wills Sufficient for Tangible Personal Property in Blended Family?

Question: My husband is 65 and I’m 62. My husband is divorced with 3 living daughters, all adults with children of their own. Two of his daughters are estranged from us. I am widowed with 4 [...]

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

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 Must Owner of Property in Guam and Hawaii have Separate Estate Planning Documents?
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By Harry Margolis
In Property in Other Countries, Wills
Posted January 8, 2022

Must Owner of Property in Guam and Hawaii have Separate Estate Planning Documents?

Question: We are in our 70’s and live in Honolulu. We moved here from the US Territory of Guam. We still have assets in Guam. Do we need separate estate planning documents for Hawaii and [...]

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 How Can I Leave My Estate to My Non-Citizen Sibling Who Lives Overseas?
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By Harry Margolis
In Durable Powers of Attorney, Non-US Citizens, Trustee, Wills
Posted November 22, 2021

How Can I Leave My Estate to My Non-Citizen Sibling Who Lives Overseas?

Question: I am a American citizen and want to leave my house/money in bank/stock and life insurance benefits to a sibling in another country.  Who would I talk to get this process started? A [...]

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 Is My Father’s Will Valid Despite Lack of Witnesses?
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By Harry Margolis
In Wills
Posted February 7, 2021

Is My Father’s Will Valid Despite Lack of Witnesses?

Question: My dad passed away last September and my 2 step sisters and I are headed to Probate Court due to the estate being over $ 100,000. My dad has a Will, but it is not valid due to the fact [...]

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 Will Medicaid Require Beneficiary Under a Will to Receive Portion of Proceeds in Sale of Family Home?
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By Harry Margolis
In Long-Term Care Planning, Wills
Posted December 29, 2020

Will Medicaid Require Beneficiary Under a Will to Receive Portion of Proceeds in Sale of Family Home?

Question: Is a life estate vested and effective if it’s created in a will which also requires the sale of the property (presumably terminating the life estate) and division of proceeds [...]

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 Do You Need to Amend Your Will to Change Executors?
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By Harry Margolis
In Wills
Posted December 13, 2020

Do You Need to Amend Your Will to Change Executors?

Question: I am attempting to help a friend add an addendum to his will for the purpose of naming a person to dispose of his personal household contents. He has a trustee named for his trust but [...]

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 How Can Grandparents through their Estate Plans Provide for their Grandchildren?
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By Harry Margolis
In Asset Protection, Revocable Trusts, Wills
Posted September 21, 2020

How Can Grandparents through their Estate Plans Provide for their Grandchildren?

Question: What should grandparents think about in terms of planning for their grandchildren? Response: Most grandparents do not plan specifically for their grandchildren. They provide that their [...]

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 What Should I Consider in Choosing a Guardian for My Minor Children?
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By Harry Margolis
In Wills
Posted September 19, 2020

What Should I Consider in Choosing a Guardian for My Minor Children?

Question: What should you consider when you’re deciding about guardians for your children? Do you designate the guardians in your will? Response: Yes, you designate the guardians for your [...]

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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

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