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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: "conservator"
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 How Can Daughter Pass On Her Role as Guardian for Her Mother?
0
By Harry Margolis
In Guardianship and Conservatorship
Posted May 8, 2024

How Can Daughter Pass On Her Role as Guardian for Her Mother?

Question: My colleague is working with a caregiver who is working to get her mother on Medicaid and moved into a nursing home. Once her mother has moved in, the daughter would like to relinquish [...]

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 How Can We Protect Our Brother from His Own Neglect?
1
By Harry Margolis
In Special Needs Planning
Posted October 17, 2023

How Can We Protect Our Brother from His Own Neglect?

Question: My youngest brother is a lost soul – lives by himself, hasn’t worked in 20+ years, has no friends or activities that I’m aware of, and supports himself (barely) with money he inherited [...]

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 How Can I Have Guardianship Removed?
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By Harry Margolis
In Durable Powers of Attorney, Guardianship and Conservatorship
Posted October 4, 2023

How Can I Have Guardianship Removed?

Question: Several years ago I was in a very bad place mentally. My son sought guardianship over me which was granted by the court. He also has POA over my health and finances. My son is not [...]

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 What Can Be Done When Senior with Declining Capacity Refuses Help?
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By Harry Margolis
In Guardianship and Conservatorship
Posted January 14, 2022

What Can Be Done When Senior with Declining Capacity Refuses Help?

Question: My mother-in-law is widowed. She is 80, lives alone, and has been deteriorating (poor hygiene, nutrition, etc.) She has many health problems (currently hospitalized) and appears unable [...]

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 What are Guardianship and Conservatorship?
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By Harry Margolis
In Guardianship and Conservatorship
Posted January 24, 2021

What are Guardianship and Conservatorship?

Once we reach the age of 18, which is the age of majority in all 50 states, we have complete autonomy to make our own personal and financial decisions (within the bounds of the law, of course). [...]

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 Can a Guardian, Conservator, or Agent Live Out of State?
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By Harry Margolis
In Durable Powers of Attorney, Revocable Trusts, Special Needs Planning
Posted June 29, 2018

Can a Guardian, Conservator, or Agent Live Out of State?

Question: Can a guardian or conservator live in a different state from the protected person? What about an agent under a durable power of attorney or health care proxy or the trustee of a special [...]

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Categories
  • Asset Protection (37)
  • Charitable Giving (11)
  • Durable Powers of Attorney (52)
  • Estate and Gift Taxes (69)
  • Guardianship and Conservatorship (9)
  • Health Care Directives (14)
  • Housing and Urban Development (HUD) (1)
  • Irrevocable Trusts (76)
  • Long-Term Care Planning (190)
  • Non-Traditional Families (17)
  • Non-US Citizens (40)
  • Pets (6)
  • Practical Matters (17)
  • Probate (62)
  • Property in Other Countries (6)
  • Real Estate (114)
  • Retirement Plans (25)
  • Revocable Trusts (144)
  • Second Marriages (12)
  • Social Security (20)
  • Special Needs Planning (96)
  • Trustee (55)
  • Vacation Homes (5)
  • Wills (67)
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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

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