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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: "health care directive"
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 What Legal Documents Should Older Adults Have In Place?
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By Harry Margolis
In Wills
Posted May 30, 2025

What Legal Documents Should Older Adults Have In Place?

Question: What are the legal documents essential for any older adult that covers long-term care and end-of-life wishes? Response: Everyone should have a will, durable power of attorney, health [...]

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 Do I Need to Change My Trust If I Move to Another State?
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By Harry Margolis
In Revocable Trusts
Posted January 29, 2025

Do I Need to Change My Trust If I Move to Another State?

Question: I had a trust drawn up in California with my wife. I am now widowed, sold the home in California and bought a condo in Florida, which title is in the name of the trust. I do not have [...]

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 Must My Mother Sign a New Will When She Moves to a New State?
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By Harry Margolis
In Durable Powers of Attorney, Health Care Directives, Wills
Posted October 18, 2022

Must My Mother Sign a New Will When She Moves to a New State?

Question: My mother is 88 and had a will drawn up in 1991 when she lived in Oregon. The beneficiaries (my brother and I, 50/50 split) have not changed, and the designated representative (me) has [...]

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 At What Age Should You Sign a Health Care Directive?
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By Harry Margolis
In Health Care Directives
Posted September 15, 2020

At What Age Should You Sign a Health Care Directive?

Question: Should people of all ages have a health care proxy and other medical documents? Response: Yes. Even though you’re less likely to become ill or especially demented when [...]

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 If I Spend My Winters in Florida Should I have Separate Florida Estate Planning Documents?
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By Harry Margolis
In Durable Powers of Attorney, Health Care Directives
Posted January 18, 2019

If I Spend My Winters in Florida Should I have Separate Florida Estate Planning Documents?

Question: If I spend my winters in Florida, should I have separate Florida estate planning documents? Response: As with many responses to legal questions, the answer is yes and no—one being the [...]

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Categories
  • Asset Protection (37)
  • Charitable Giving (11)
  • Durable Powers of Attorney (52)
  • Estate and Gift Taxes (69)
  • Guardianship and Conservatorship (10)
  • Health Care Directives (14)
  • Housing and Urban Development (HUD) (1)
  • Irrevocable Trusts (76)
  • Long-Term Care Planning (192)
  • Non-Traditional Families (17)
  • Non-US Citizens (40)
  • Pets (6)
  • Practical Matters (17)
  • Probate (64)
  • Property in Other Countries (6)
  • Real Estate (117)
  • Retirement Plans (25)
  • Revocable Trusts (144)
  • Second Marriages (12)
  • Social Security (20)
  • Special Needs Planning (97)
  • Trustee (55)
  • Vacation Homes (5)
  • Wills (68)
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Wondering if a trust makes sense for you?

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Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters

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