• take action: Plan Your Estate
  • Ask a Question

    Ask Harry a Question

    • This field is for validation purposes and should be left unchanged.

    Close
  • Books
  • Podcasts
  • Guides
  • Subscribe

    Subscribe to the Ask Harry blog

    Loading
    Close
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.
  • Ask a Question

    Ask Harry a Question

    • This field is for validation purposes and should be left unchanged.

    Close
  • Books
  • Podcasts
  • Guides
  • Subscribe

    Subscribe to the Ask Harry blog

    Loading
    Close

Archives

Tag Archives for: "inheritance"
Home /
 Must SSI Beneficiary Reestablish Disability After Spending Down Inheritance?
0
By Harry Margolis
In Special Needs Planning
Posted October 10, 2024

Must SSI Beneficiary Reestablish Disability After Spending Down Inheritance?

Question: My friend is disabled and has $50K coming to her from the sale of deceased intestate mother’s house and maybe $75K more when she is evicted by her mother’s heirs from her [...]

READ MORE
0
By Harry Margolis
In Probate
Posted September 25, 2023

Can I Use Niece’s Inheritance to Pay Off Her Student Loans?

Question: I am the executor of my brother’s estate. My niece and I do not agree on one issue: her student loans. I spoke with a close family friend last night. We both agree that my brother [...]

READ MORE
 How Can I Protect My Spendthrift Daughter’s Inheritance?
0
By Harry Margolis
In Asset Protection
Posted September 10, 2019

How Can I Protect My Spendthrift Daughter’s Inheritance?

Question: I have a 20-year-old daughter who goes through money pretty quick. I have decided I can’t lay $1-1.5 million on her at age 21-23. (I’m terminally ill.) How much should I [...]

READ MORE
Categories
  • Asset Protection (37)
  • Charitable Giving (11)
  • Durable Powers of Attorney (52)
  • Estate and Gift Taxes (69)
  • Guardianship and Conservatorship (9)
  • Health Care Directives (14)
  • Housing and Urban Development (HUD) (1)
  • Irrevocable Trusts (76)
  • Long-Term Care Planning (190)
  • Non-Traditional Families (17)
  • Non-US Citizens (40)
  • Pets (6)
  • Practical Matters (17)
  • Probate (62)
  • Property in Other Countries (6)
  • Real Estate (114)
  • Retirement Plans (25)
  • Revocable Trusts (144)
  • Second Marriages (12)
  • Social Security (20)
  • Special Needs Planning (96)
  • Trustee (55)
  • Vacation Homes (5)
  • Wills (67)
© All Rights Reserved  |  Privacy Policy

Start typing and press Enter to search

Wondering if a trust makes sense for you?

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

Get the Book
(An Amazon Prime Reading selection)

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Read Sample Chapters

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

subscribe