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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 planning documents"
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 What Should I Consider in Choosing a Guardian for My Minor Children?
0
By Harry Margolis
In Wills
Posted September 19, 2020

What Should I Consider in Choosing a Guardian for My Minor Children?

Question: What should you consider when you’re deciding about guardians for your children? Do you designate the guardians in your will? Response: Yes, you designate the guardians for your [...]

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 Can I Switch Lawyers When Updating My Will?
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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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 Can a Guardian, Conservator, or Agent Live Out of State?
0
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 (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)
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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

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