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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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Tag Archives for: "estate planning attorney"
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 Can I Switch Lawyers When Updating My Will?
0
By Harry Margolis
In Wills
Posted July 28, 2020

Can I Switch Lawyers When Updating My Will?

Question: I want to change my will. Can I go to different attorney? Do I have to notify my current attorney who wrote my current will? Response: Yes, you can go to any attorney to update your [...]

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 What is the Difference Between Per Stirpes and Per Capita Distribution?
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By Harry Margolis
In Probate, Revocable Trusts, Wills
Posted April 26, 2019

What is the Difference Between Per Stirpes and Per Capita Distribution?

Traditionally, estates have been passed down by per stirpes descent. More recently, this system has been replaced by the per capita by each generation system. Only an estate planning attorney can [...]

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 How Can a Spouse in a Second Marriage Protect Her Assets?
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By Harry Margolis
In Asset Protection, Second Marriages
Posted October 13, 2017

How Can a Spouse in a Second Marriage Protect Her Assets?

Question: My mother is on a second marriage. What kind of trusts can you set up to protect her money from a previous marriage? Response: The answer depends a bit on what risks your mother is [...]

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 Should My Lawyer Be a Member of NAEPC, AAEPA, ACTEC, NAELA, etc.?
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By Harry Margolis
In Practical Matters
Posted September 15, 2017

Should My Lawyer Be a Member of NAEPC, AAEPA, ACTEC, NAELA, etc.?

Question: A financial planner recently asked me the following: Because this question comes up from time to time, what organization of estate planning attorneys do you recommend I use as a general [...]

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 Where Should You Store your Estate Planning Documents?
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By Harry Margolis
In Practical Matters, Revocable Trusts, Wills
Posted September 1, 2017

Where Should You Store your Estate Planning Documents?

So you’ve gotten your act together and executed your estate plan. What should you do with the documents? Should originals go into your safe deposit box? Should copies be sent to your children, [...]

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 Three Steps to Finding the Right Estate Planning Lawyer for You
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By Harry Margolis
In Practical Matters
Posted September 1, 2017

Three Steps to Finding the Right Estate Planning Lawyer for You

Engaging the right attorney or law firm to work with you on your estate planning will be very important to the process and the results. A lot of factors may play into your choice, including your [...]

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 What Happens to Your Overseas Property When You Die?
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By Harry Margolis
In Property in Other Countries, Wills
Posted March 31, 2017

What Happens to Your Overseas Property When You Die?

                      What happens to your overseas property when you die? Will the other country honor your U.S. will and trust? The answer [...]

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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

Get the Book

Read Sample Chapters

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