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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: "probate estate"
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 Who is Responsible for Maintaining Bank Records of Decedent?
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By Harry Margolis
In Probate
Posted December 5, 2022

Who is Responsible for Maintaining Bank Records of Decedent?

Question: Who is responsible for keeping the bank records of the deceased, the executrix or professional fiduciary? Response: The executrix (also known as the “personal [...]

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 Can Proceeds of Nursing Home Resident’s Home Sale be Protected from Medicaid Estate Recovery?
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By Harry Margolis
In Long-Term Care Planning
Posted July 20, 2020

Can Proceeds of Nursing Home Resident’s Home Sale be Protected from Medicaid Estate Recovery?

Question: In Texas, is there a way to shelter cash from the sale of non-exempt estate assets to avoid MERP, while the recipient is in the nursing home using the Medicaid benefit? As an example, [...]

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By Harry Margolis
In Revocable Trusts
Posted February 16, 2018

Did Mother’s Assignment of All Property to her Trust Include her Annuity?

Question: Hi. Settlor’s (mother) assets were funded into into family trust. Her annuity was the only asset NOT funded into the trust. In 2014, a Certification of Trust was implemented for [...]

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  • 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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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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