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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 / Non-US Citizens /
 Must Mobile Home Go Through Probate Because Heir is German?
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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 [...]

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 What is an “Estate Plan?”
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By Harry Margolis
In Wills
Posted December 2, 2022

What is an “Estate Plan?”

Question: What is an “estate plan?” Response: Estate planning lawyers use a lot of words that may be confusing to nonlawyers — will, trust, durable power of attorney, health [...]

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 How Often Should I Review My Estate Plan?
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By Harry Margolis
In Revocable Trusts, Wills
Posted November 14, 2022

How Often Should I Review My Estate Plan?

Question: How often should I review my estate plan? Response: It depends how old you are. Most people don’t do any estate planning until they have children. That’s when they begin to [...]

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 Do I Need to Hire an Estate Planning Attorney for My Property in Ireland?
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By Harry Margolis
In Non-US Citizens, Wills
Posted October 31, 2022

Do I Need to Hire an Estate Planning Attorney for My Property in Ireland?

Question: I have property in Ireland which I would like to have go to relatives in Ireland and the United States. Will my U.S. will and trust be sufficient or do I need to hire a lawyer in [...]

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 Must My Mother Sign a New Will When She Moves to a New State?
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By Harry Margolis
In Durable Powers of Attorney, Health Care Directives, Wills
Posted October 18, 2022

Must My Mother Sign a New Will When She Moves to a New State?

Question: My mother is 88 and had a will drawn up in 1991 when she lived in Oregon. The beneficiaries (my brother and I, 50/50 split) have not changed, and the designated representative (me) has [...]

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 How Should I Word Will to Direct Sale and Distribution of All Assets?
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By Harry Margolis
In Wills
Posted September 6, 2022

How Should I Word Will to Direct Sale and Distribution of All Assets?

Question: I would like to put some type of wording in our will that says all assets (IRAs, Retirements, Pensions, stocks/bonds and houses be sold and distributed equally between our family and [...]

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 How Does Medicaid Estate Recovery Work when a Testamentary Trust is Involved?
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By Harry Margolis
In Long-Term Care Planning, Probate, Wills
Posted August 9, 2022

How Does Medicaid Estate Recovery Work when a Testamentary Trust is Involved?

Question: What if an unknown Medicaid estate recovery claim pops up, and the surviving spouse is not an explicit heir, but rather beneficiary of a testamentary trust? How does delayed recovery [...]

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 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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  • Durable Powers of Attorney (43)
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  • Health Care Directives (13)
  • Irrevocable Trusts (49)
  • Long-Term Care Planning (170)
  • Non-Traditional Families (16)
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  • Probate (37)
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  • Revocable Trusts (98)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (69)
  • Trustee (52)
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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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