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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: "incapacity"
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By Harry Margolis
In Guardianship and Conservatorship
Posted June 18, 2025

What Lessons Can We Learn from the Hackman and Leno Cases?

Question: Two recent stories in the news – Jay Leno initiating custodianship for his wife, Mavis who has dementia, and Gene Hackman and his wife dying almost at the same time – when it comes to a [...]

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 What Can Be Done When Senior with Declining Capacity Refuses Help?
0
By Harry Margolis
In Guardianship and Conservatorship
Posted January 14, 2022

What Can Be Done When Senior with Declining Capacity Refuses Help?

Question: My mother-in-law is widowed. She is 80, lives alone, and has been deteriorating (poor hygiene, nutrition, etc.) She has many health problems (currently hospitalized) and appears unable [...]

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 What Steps do U.S.-Resident Non-Citizens Need to Take to Avoid Estate Taxes?
0
By Harry Margolis
In Estate and Gift Taxes, Non-US Citizens
Posted May 4, 2020

What Steps do U.S.-Resident Non-Citizens Need to Take to Avoid Estate Taxes?

Question: My husband and I are both US non-citizens but both US residents. We both have our names on the deed of our house (valued at about $200,000 or less) and titles to our cars. If one of us [...]

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 Why Do I Need a Power of Attorney If I Have a Trust?
0
By Harry Margolis
In Durable Powers of Attorney
Posted March 20, 2020

Why Do I Need a Power of Attorney If I Have a Trust?

Question: If I have a revocable trust (funded) with incapacity provisions, and pour over will in place, why would I need a power of attorney springing only in case of incapacity? Response: Good [...]

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 3 Steps to Take to Protect Estate Plan from Challenge
2
By Harry Margolis
In Revocable Trusts, Wills
Posted August 23, 2019

3 Steps to Take to Protect Estate Plan from Challenge

Question: My brother and I are about ready to get my mother to make out her will and a revocable trust. How do you make sure that the will is not contestable? Is there a way to do that and what [...]

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 What Should Doctors Know About Legal Incapacity?
0
By Harry Margolis
In Durable Powers of Attorney, Wills
Posted April 26, 2019

What Should Doctors Know About Legal Incapacity?

Question: I am the social worker at a medical clinic and our doctors are frequently told by patients that their lawyer, neurologist, or someone else told them to have the PCP determine capacity [...]

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

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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(An Amazon Prime Reading selection)

Read Sample Chapters

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