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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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Tag Archives for: "pandemic"
Home /
 Should We Pull All Our Money Out of Our Retirement Plans?
0
By Harry Margolis
In Retirement Plans
Posted February 9, 2021

Should We Pull All Our Money Out of Our Retirement Plans?

Question: My husband is 77 and I also will be 77 in five days. What if we pulled all our money out of my husband’s 401(k) (~$200,000) and my IRA (~$30,000) and put the cash into our home [...]

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 Does Dependence on Medicaid Make Nursing Homes More Dangerous During Pandemic?
0
By Harry Margolis
In Long-Term Care Planning
Posted June 8, 2020

Does Dependence on Medicaid Make Nursing Homes More Dangerous During Pandemic?

Question: Since Medicaid nursing home residents typically have to share a room, does the pandemic discredit giving all your assets to a trust for inheritance purposes? By relying on support for [...]

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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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