• 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

Archives

Tag Archives for: "capital gains taxes"
Home /
 Will Gain on Sale of Home in Revocable Trust be Short-Term or Long-Term?
0
By Harry Margolis
In Real Estate, Revocable Trusts
Posted March 9, 2021

Will Gain on Sale of Home in Revocable Trust be Short-Term or Long-Term?

Question: I enjoyed your book very much, and last October 2020, I set up a revocable trust and transferred a 2nd vacation home located in Massachusetts into the trust. However, I recently [...]

READ MORE
 How Can I Transfer Fractional Shares of My Real Estate to My Children
0
By Harry Margolis
In Estate and Gift Taxes
Posted July 20, 2018

How Can I Transfer Fractional Shares of My Real Estate to My Children

Question: If I make a gift of $15,000 shares of property I own to each of my children, do I also have to put them on the property title as co-owners of the property? It’s my understanding [...]

READ MORE
 What is a QPRT and Why Would I Want One?
0
By Harry Margolis
In Estate and Gift Taxes
Posted May 11, 2018

What is a QPRT and Why Would I Want One?

Question: I’ve heard a QPRT as a good way to protect my home and pass it on to my children tax-free. What is it and should I have one? Response: QPRT stands for qualified personal residence [...]

READ MORE
Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (44)
  • Estate and Gift Taxes (56)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (52)
  • Long-Term Care Planning (173)
  • Non-Traditional Families (16)
  • Non-US Citizens (27)
  • Pets (4)
  • Practical Matters (15)
  • Probate (38)
  • Property in Other Countries (5)
  • Real Estate (69)
  • Retirement Plans (19)
  • Revocable Trusts (102)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (70)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
© 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