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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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Archives

Tag Archives for: "avoiding probate"
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 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 [...]

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 If My House is Not in My Revocable Trust, Will It have to Go Through Probate?
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By Harry Margolis
In Revocable Trusts
Posted December 10, 2021

If My House is Not in My Revocable Trust, Will It have to Go Through Probate?

Question: If a house is inadvertently omitted from being transferred into my revocable living trust, is there a set aside procedure at my death or is the property required to be included in a [...]

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 Do I Need a Trust to Avoid Probate if I’ve Named Beneficiaries to Accounts?
0
By Harry Margolis
In Durable Powers of Attorney, Probate, Revocable Trusts
Posted August 9, 2021

Do I Need a Trust to Avoid Probate if I’ve Named Beneficiaries to Accounts?

Question: Do I need a revocable trust to avoid probate if: 1. all my accounts have a designated beneficiary; and 2. I sign Fidelity’s form confirming the beneficiary? And as far as non-monetary [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (43)
  • Estate and Gift Taxes (55)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (49)
  • Long-Term Care Planning (170)
  • Non-Traditional Families (16)
  • Non-US Citizens (23)
  • Pets (3)
  • Practical Matters (15)
  • Probate (37)
  • Property in Other Countries (4)
  • Real Estate (66)
  • Retirement Plans (19)
  • Revocable Trusts (98)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (69)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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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

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Read Sample Chapters

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