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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: "family protection trusts"
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 Are Separate Trusts or a Joint Trust Better for Protecting Spousal Assets?
0
By Harry Margolis
In Asset Protection, Revocable Trusts
Posted April 15, 2022

Are Separate Trusts or a Joint Trust Better for Protecting Spousal Assets?

Question: I read your article on family protection trusts and have several questions regarding such. When creating a revocable trust for my wife and I, I was told by an attorney in my state [...]

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 How Can Grandparents through their Estate Plans Provide for their Grandchildren?
2
By Harry Margolis
In Asset Protection, Revocable Trusts, Wills
Posted September 21, 2020

How Can Grandparents through their Estate Plans Provide for their Grandchildren?

Question: What should grandparents think about in terms of planning for their grandchildren? Response: Most grandparents do not plan specifically for their grandchildren. They provide that their [...]

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 Using Third-Party Trusts for Asset Protection
0
By Harry Margolis
In Asset Protection
Posted May 19, 2017

Using Third-Party Trusts for Asset Protection

A prospective client called to ask whether his son who is engaged to be married could protect his assets in the event of divorce. Apparently, a prenuptial agreement is out of the question. I [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (41)
  • Estate and Gift Taxes (47)
  • Guardianship and Conservatorship (3)
  • Health Care Directives (12)
  • Irrevocable Trusts (39)
  • Long-Term Care Planning (151)
  • Non-Traditional Families (14)
  • Non-US Citizens (19)
  • Pets (3)
  • Practical Matters (15)
  • Probate (26)
  • Property in Other Countries (4)
  • Real Estate (50)
  • Retirement Plans (15)
  • Revocable Trusts (92)
  • Second Marriages (10)
  • Social Security (17)
  • Special Needs Planning (63)
  • Trustee (51)
  • Vacation Homes (3)
  • Wills (42)
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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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