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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: "IRAs"
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 What Can We Do About Uncooperative IRA Beneficiary?
0
By Harry Margolis
In Retirement Plans
Posted September 19, 2022

What Can We Do About Uncooperative IRA Beneficiary?

Question: My siblings and I inherited an IRA from an aunt in disproportionate amounts. One sibling refuses to set up their own inherited IRA account because they are upset they did not get an [...]

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 Should Retirement Account Investments be Liquidated Upon the Owner’s Death?
2
By Harry Margolis
In Probate, Retirement Plans
Posted November 8, 2021

Should Retirement Account Investments be Liquidated Upon the Owner’s Death?

Question: With respect to your recommendation that executors of estates or trustees of trusts sell stock holdings after the death of owner of the assets, what’s your recommendation for [...]

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 Do You Need a Durable Power of Attorney If You Have a Revocable Trust with a Successor Trustee?
0
By Harry Margolis
In Durable Powers of Attorney, Revocable Trusts
Posted May 15, 2020

Do You Need a Durable Power of Attorney If You Have a Revocable Trust with a Successor Trustee?

Question: Would successor trustee powers for financial and health management on incapacitation of primary trustee in a revocable trust obviate the need for a springing power of attorney when the [...]

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 Are IRAs Countable Assets for Purposes of Medicaid Eligibility?
0
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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 Can Tax Payments be Part of Medicaid Spend Down?
0
By Harry Margolis
In Long-Term Care Planning
Posted December 27, 2019

Can Tax Payments be Part of Medicaid Spend Down?

Question: When a husband is about to apply for Medicaid long-term care benefits, and a community-spouse (non-applicant) wife is trying to reduce her assets below the limit of about $130,000, what [...]

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 How Do I Fund My Revocable Trust?
1
By Harry Margolis
In Revocable Trusts
Posted April 27, 2018

How Do I Fund My Revocable Trust?

Question: I have a will and a revocable living trust. I just read about the complications in funding the trust; i.e., to change my accounts names into the trust’s name, even having to close [...]

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0
By Harry Margolis
In Long-Term Care Planning
Posted December 25, 2017

How Can I Save My IRA from Long-Term Care Costs?

Question: If I were to need long term care, how could I protect my $800,000 traditional IRA from Medicaid and pass it on to my heirs? Response: That is very difficult because you can’t [...]

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 The Basic Rules of Retirement Plans Before and After the SECURE Act
0
By Harry Margolis
In Retirement Plans
Posted March 31, 2017

The Basic Rules of Retirement Plans Before and After the SECURE Act

The rules around retirement plans have always been much too complicated and the SECURE Act has exacerbated the situation. Back in the day, your parents or grandparents may have worked for the [...]

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 Veterans Benefits Available to Help Cover Long-Term Care Costs
0
By Harry Margolis
In Long-Term Care Planning
Posted March 10, 2017

Veterans Benefits Available to Help Cover Long-Term Care Costs

VA Nursing Homes The Veterans Administration (VA) may help cover long-term care costs either by providing care in its own facilities or, more often, paying an enhanced pension. In my area, the VA [...]

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  • Irrevocable Trusts (49)
  • Long-Term Care Planning (170)
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  • Non-US Citizens (23)
  • Pets (3)
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  • Probate (37)
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  • Social Security (18)
  • Special Needs Planning (68)
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