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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: "long-term care"
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 If House is Placed in Irrevocable Trust, will Line of Credit be Countable by Medicaid?
0
By Harry Margolis
In Long-Term Care Planning
Posted October 29, 2019

If House is Placed in Irrevocable Trust, will Line of Credit be Countable by Medicaid?

Question: If property has a line of credit from a reverse mortgage available before being placed in an irrevocable trust, can Medicaid consider the line of credit as a countable asset while in [...]

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 Planning for Your Child with Special Needs
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By Harry Margolis
In Special Needs Planning
Posted July 21, 2017

Planning for Your Child with Special Needs

While all parents must plan to make sure that their minor children will be taken care of in the event of the parents’ death or disability, for parents of children with special needs, these [...]

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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 (52)
  • 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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This simple-yet-comprehensive guide provides everything you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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Read Sample Chapters

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