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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: "financial planner"
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 Will Medicaid Pay for My Wife to Take Care of Our Adult Disabled Son?
0
By Harry Margolis
In Special Needs Planning
Posted April 3, 2020

Will Medicaid Pay for My Wife to Take Care of Our Adult Disabled Son?

Question: I am listed as my son’s guardian. He will be 20 this year. He has Medicaid coverage and also is on my employer insurance. My wife handles most of his care, including his hygiene. [...]

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 Can You Take Social Security Benefits After Filing for File and Suspend?
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By Harry Margolis
In Social Security
Posted December 27, 2017

Can You Take Social Security Benefits After Filing for File and Suspend?

Question: Regarding the File and Suspend feature of Social Security: My husband and I managed to file for this feature before it was eliminated. Now he wants to take his own Social Security full [...]

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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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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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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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