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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: "IRA"
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 Can Trustee Fee Be Contributed to IRA?
0
By Harry Margolis
In Retirement Plans, Trustee
Posted January 16, 2023

Can Trustee Fee Be Contributed to IRA?

Question: Is the trustee fee I received income that I can use to calculate my IRA contribution in the same year? Response: Yes, it is earned income that must be reported on your tax return and, [...]

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 Can Trust Schedule A Listing Preempt IRA Beneficiary Designations?
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By Harry Margolis
In Probate, Revocable Trusts
Posted February 11, 2022

Can Trust Schedule A Listing Preempt IRA Beneficiary Designations?

Question: A Trust Schedule A of Assets included an IRA and Roth account with beneficiary designations. The grantor died (of Covid) before titling all assets to the trust. The trustee petitioned [...]

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 Are IRAs Countable Assets for Purposes of Medicaid Eligibility?
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By Harry Margolis
In Long-Term Care Planning
Posted February 14, 2020

Are IRAs Countable Assets for Purposes of Medicaid Eligibility?

Question: If I need to go to a nursing home on Medicaid, will my wife’s IRA be counted as an asset in determining my eligibility? Response: That depends on your state. Some states treat [...]

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 Dealing with Conflicts of Interest Between 1 Healthy and 1 Demented Spouse
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By Harry Margolis
In Durable Powers of Attorney
Posted May 10, 2019

Dealing with Conflicts of Interest Between 1 Healthy and 1 Demented Spouse

Question: In your blog post “How the Community Spouse Can Keep More Assets?” you outline an example wherein husband John’s Alzheimer’s has progressed to a point that his wife, Joyce, [...]

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 Can I Use a Life Insurance Policy to Pay CCRC Deposit?
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By Harry Margolis
In Long-Term Care Planning
Posted December 15, 2017

Can I Use a Life Insurance Policy to Pay CCRC Deposit?

Question: I would like to enter a continuing care retirement village, currently for independent living but with access to assisted living and skilled care as needed. The down payment is $55,000. [...]

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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 (51)
  • 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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