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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: "estate plan"
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 How Can I Find Out Truth About My Sister’s Estate Plan?
0
By Harry Margolis
In Revocable Trusts, Wills
Posted July 3, 2024

How Can I Find Out Truth About My Sister’s Estate Plan?

Question: My sister wrote a will leaving everything to her manipulative boyfriend. She has a daughter and grandson. She says she made a trust for her daughter but I think she’s lying. She [...]

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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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 Do We Need to Tell Our Old Attorney When We Update Our Estate Plan?
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By Harry Margolis
In Practical Matters, Wills
Posted March 27, 2018

Do We Need to Tell Our Old Attorney When We Update Our Estate Plan?

Question: My wife and I drafted our wills with an attorney when our two children were young. We would like to make some minor tweaks to the will—for instance, adding a new charity beneficiary and [...]

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  • Revocable Trusts (144)
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Wondering if a trust makes sense for you?

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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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