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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: "co-ownership"
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 What is a Fair Price to Buy Out Brother’s Interest in House?
0
By Harry Margolis
In Real Estate
Posted October 2, 2024

What is a Fair Price to Buy Out Brother’s Interest in House?

Question: My two brothers purchased a home together in 1990. Both lived there and shared the costs of the home. One brother got married in 2000 and stayed in the home with his wife while the [...]

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 Is Co-Owner of Apartment Building Entitled to Reports on Its Management?
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By Harry Margolis
In Real Estate
Posted March 9, 2023

Is Co-Owner of Apartment Building Entitled to Reports on Its Management?

Question: My sister owns half of a seven-unit apartment building with my brother. She wants quarterly reports and wants to be part of the decisions made with building, but my brother’s [...]

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 Can Investment Account be Medicaid Protected by Adding Co-Owner?
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By Harry Margolis
In Long-Term Care Planning
Posted November 27, 2019

Can Investment Account be Medicaid Protected by Adding Co-Owner?

Question: I have a non-retirement account at Fidelity with my name on it and the beneficiary is the Robinson Crusoe family trust. Can I put my companion, Friday, on the account as well and then [...]

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 Solution for Siblings Who Co-Own Real Estate Where One Wants to Live
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By Harry Margolis
In Practical Matters, Real Estate
Posted August 29, 2019

Solution for Siblings Who Co-Own Real Estate Where One Wants to Live

Question: I inherited a home with my sister which has a value of about $540,000 and no mortgage. She wants to live in the house. What would be the normal agreement of who pays what bills? Is [...]

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Wondering if a trust makes sense for you?

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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters