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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"
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 What is an “Estate Plan?”
0
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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 Can I Have a HIPAA Release that Works with Every Health Care Provider?
0
By Harry Margolis
In Health Care Directives
Posted June 19, 2020

Can I Have a HIPAA Release that Works with Every Health Care Provider?

Question: Is there a HIPAA release form that is will work for any organization in the event I become incapacitated? I have created several for my local providers, but I would like something that [...]

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 What Can You Do About a Recalcitrant Parent?
0
By Harry Margolis
In Durable Powers of Attorney, Wills
Posted April 14, 2020

What Can You Do About a Recalcitrant Parent?

Question: I’ve been badgering my Dad (age 62, single, with health conditions), to sign durable power of attorney and health care proxy documents for many years now. I think he finally [...]

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 Should Your Durable Power of Attorney be “Springing”?
0
By Harry Margolis
In Durable Powers of Attorney
Posted September 15, 2017

Should Your Durable Power of Attorney be “Springing”?

We advise all of our clients to execute durable powers of attorney appointing a trusted family member or friend to handle financial and legal matters for them in the event of a disability.  This [...]

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 When You May Want Retirement Plans to be Payable to Trusts
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By Harry Margolis
In Retirement Plans
Posted May 26, 2017

When You May Want Retirement Plans to be Payable to Trusts

There are a lot of reasons you may want some or all of your retirement plan assets to go into trust for the benefit of your heirs, including: Estate tax planning. In a second (or subsequent) [...]

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 How Can Daughter Protect Her Inheritance Without a Prenuptial Agreement?
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By Harry Margolis
In Asset Protection
Posted May 26, 2017

How Can Daughter Protect Her Inheritance Without a Prenuptial Agreement?

Question: My daughter Ashley, who is 27 years old, is getting married next August. She inherited about $100,000 from my mother when she passed away. Ashley is thinking of getting a prenup but, of [...]

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 Planning for the Second (or Third or Fourth?) Marriage or Relationship
0
By Harry Margolis
In Non-Traditional Families, Second Marriages
Posted May 12, 2017

Planning for the Second (or Third or Fourth?) Marriage or Relationship

If you’re getting married or you’re in a committed relationship and this is not your first gig, you and your fiance or partner should consider a prenuptial agreement or, if you’re not [...]

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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 (51)
  • 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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