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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: "non-traditional familes"
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 What’s the Effect on My Right to See Grandchildren if they Move to Canada?
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By Harry Margolis
In Non-Traditional Families, Non-US Citizens
Posted March 9, 2018

What’s the Effect on My Right to See Grandchildren if they Move to Canada?

Question: My adult son moved from California to Edmonton, Canada. He is not married to the girl he has been living with for almost five years and with whom he has children. What rights do I have [...]

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 Planning for the Second (or Third or Fourth?) Marriage or Relationship
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By Harry Margolis
In Non-Traditional Families, Second Marriages
Posted May 12, 2017

Planning for the Second (or Third or Fourth?) Marriage or Relationship

If you’re getting married or you’re in a committed relationship and this is not your first gig, you and your fiance or partner should consider a prenuptial agreement or, if you’re not [...]

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 What’s a QTIP Trust and Why Would You Want One? Here are 7 Reasons
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By Harry Margolis
In Asset Protection, Estate and Gift Taxes, Second Marriages
Posted May 12, 2017

What’s a QTIP Trust and Why Would You Want One? Here are 7 Reasons

So, what’s a QTIP trust? “QTIP” stands for qualified terminable interest property, total legal gobbeldygook, right? So forget the words. What it means is a trust that you leave [...]

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 12 Questions to Answer Before Using Online Estate Planning Programs
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By Harry Margolis
In Practical Matters, Second Marriages, Wills
Posted April 21, 2017

12 Questions to Answer Before Using Online Estate Planning Programs

Most of us want to avoid or minimize legal fees, even those of us who are lawyers. You can do this for your estate planning by using an online service, such as LegalZoom or Rocket Lawyer, or [...]

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 Life (and Planning) Can Get Complicated
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By Harry Margolis
In Non-Traditional Families
Posted March 17, 2017

Life (and Planning) Can Get Complicated

Photo by Mike Marquez on Unsplash Life can be complicated, especially as people live longer and have more opportunities for relationships. While the Ozzie and Harriet model of a single happy [...]

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Categories
  • Asset Protection (32)
  • Charitable Giving (9)
  • Durable Powers of Attorney (34)
  • Estate and Gift Taxes (37)
  • Guardianship and Conservatorship (2)
  • Health Care Directives (12)
  • Irrevocable Trusts (8)
  • Long-Term Care Planning (136)
  • Non-Traditional Families (12)
  • Non-US Citizens (13)
  • Pets (3)
  • Practical Matters (15)
  • Probate (18)
  • Property in Other Countries (3)
  • Real Estate (30)
  • Retirement Plans (11)
  • Revocable Trusts (64)
  • Second Marriages (9)
  • Social Security (16)
  • Special Needs Planning (59)
  • Trustee (45)
  • Vacation Homes (3)
  • Wills (38)
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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

Get the Book

Read Sample Chapters

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