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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 / Retirement Plans /
 How Can We Allocate Our Mother’s Estate Differently from What Her Will Says?
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By Harry Margolis
In Retirement Plans, Wills
Posted December 6, 2023

How Can We Allocate Our Mother’s Estate Differently from What Her Will Says?

Question: My sister and I are 50-50 beneficiaries of our mom’s will. Her assets include a house ($250K) and an IRA ($250K). My sister would like to live in the house. I realize the IRA will [...]

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 Is My Mother’s Will Invalid?
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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 [...]

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 Are Handwritten Notes on Will Effective?
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By Harry Margolis
In Wills
Posted September 1, 2023

Are Handwritten Notes on Will Effective?

Question: I’m a decades-long widow. My children (kindergarten then, 40+ years old now) have made me a happy G-Ma! My trust and will were written way back in the 1980s and need updating, BUT [...]

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

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 Should We Add My Stepson to Our Deed?
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By Harry Margolis
In Real Estate, Second Marriages, Wills
Posted August 11, 2023

Should We Add My Stepson to Our Deed?

Question: My husband and I are both listed on our condo. My husband recently had a cancer scare and would like to put his son on our deed. He says in case something happens to one or both of us, [...]

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 What are the Inheritance Rights of Posthumously-Conceived Children and Grandchildren?
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By Harry Margolis
In Wills
Posted July 12, 2023

What are the Inheritance Rights of Posthumously-Conceived Children and Grandchildren?

Question: This question is about an issue that’s rarely discussed: inheritance rights of posthumously conceived children. In my will, my definition of descendants who are eligible for inheritance [...]

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 Must I Update My Estate Planning Documents with My Daughter’s New Married Name?
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By Harry Margolis
In Retirement Plans, Wills
Posted June 1, 2023

Must I Update My Estate Planning Documents with My Daughter’s New Married Name?

Question: Is there a problem with keeping my daughter’s maiden name on various estate planning documents instead of changing it to her married name? In some places, I have used both names [...]

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 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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