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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 tax"
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 Will Gifts to Children and Grandchildren Over $16,000 be Taxed?
0
By Harry Margolis
In Estate and Gift Taxes
Posted December 17, 2021

Will Gifts to Children and Grandchildren Over $16,000 be Taxed?

Question: My wife and I are in our early 80s with two daughters and a grandson. Our estate is approximately $5.5 million. We have enough pension resources so we do not withdraw any money from [...]

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 Can My Parents Use Irrevocable Trusts for Medicaid and Estate Tax Planning?
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By Harry Margolis
In Estate and Gift Taxes, Long-Term Care Planning
Posted December 17, 2019

Can My Parents Use Irrevocable Trusts for Medicaid and Estate Tax Planning?

Question: I have elderly parents who are looking to update their revocable trust into an irrevocable one. They would just like to put their 2 homes (their primary residence & an investment [...]

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 Must Estate of Florida Resident who Spent Last Months in Maine Pay Maine Estate Taxes?
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By Harry Margolis
In Estate and Gift Taxes
Posted October 22, 2019

Must Estate of Florida Resident who Spent Last Months in Maine Pay Maine Estate Taxes?

Question: A client is a resident of Florida – spends more than 6 months a year there, has a Florida driver’s license and a home in Florida. She also has a property in Maine. While in [...]

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 Are Proceeds of Newly-Gifted Life Insurance Policies Taxable in MA Estates?
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By Harry Margolis
In Estate and Gift Taxes
Posted July 19, 2019

Are Proceeds of Newly-Gifted Life Insurance Policies Taxable in MA Estates?

Question: A gift of an existing life insurance policy within 3 years of death is included in the gross estate and taxable at the federal level. It is also included in the Massachusetts gross [...]

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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

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Read Sample Chapters

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