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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"
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 Must Mobile Home Go Through Probate Because Heir is German?
0
By Harry Margolis
In Non-US Citizens, Probate, Wills
Posted January 23, 2023

Must Mobile Home Go Through Probate Because Heir is German?

Question: A friend of mine passed away and had it in her will for her longtime friend who lives in Germany would be her executor and inherit her mobile home and belongings. But now someone from [...]

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 Can Beneficiary Designation on Mutual Fund Avoid Will and Disclosure to Other Heirs?
0
By Harry Margolis
In Probate, Wills
Posted July 31, 2020

Can Beneficiary Designation on Mutual Fund Avoid Will and Disclosure to Other Heirs?

Question: If I want to leave someone money from my mutual funds, does that have to be in my will or can I just make that person a beneficiary of that fund or partial beneficiary? Will that be [...]

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 Can Revocable Trust Hold S Corporation Shares After Grantor’s Death?
0
By Harry Margolis
In Revocable Trusts
Posted May 8, 2020

Can Revocable Trust Hold S Corporation Shares After Grantor’s Death?

Question: Enjoying your book (Get Your Ducks in a Row: A Baby Boomer’s Guide to Estate Planning). At page 105. I already have my estate documents including a pour over will, revocable [...]

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 What Should be in Place for a Very Simple Estate?
0
By Harry Margolis
In Probate, Wills
Posted February 11, 2020

What Should be in Place for a Very Simple Estate?

Question: My mother is 90 years old and in good health but never planned for leaving this earth. She is a single woman and I am her daughter. She owes $23,000 on her home and lives off of Social [...]

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 3 Steps to Take to Protect Estate Plan from Challenge
2
By Harry Margolis
In Revocable Trusts, Wills
Posted August 23, 2019

3 Steps to Take to Protect Estate Plan from Challenge

Question: My brother and I are about ready to get my mother to make out her will and a revocable trust. How do you make sure that the will is not contestable? Is there a way to do that and what [...]

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 Can My Son’s Special Needs Trust Own a Share of My House?
0
By Harry Margolis
In Special Needs Planning
Posted October 12, 2018

Can My Son’s Special Needs Trust Own a Share of My House?

Question: I have three children, one of whom is an incapacitated adult. I thought of preparing a will, leaving my house to the three children but putting the one third of house in a supplemental [...]

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 What is Probate Property and What Isn’t?
0
By Harry Margolis
In Probate, Wills
Posted September 21, 2018

What is Probate Property and What Isn’t?

Everyone talks about probate and avoiding probate, but what is “probate?” And what is “probate property?” Probate is the judicial process through which property you own [...]

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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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 How Should I Leave Assets to a Beneficiary in Another Country?
45
By Harry Margolis
In Non-US Citizens
Posted January 26, 2018

How Should I Leave Assets to a Beneficiary in Another Country?

Question: My question relates to Non-Resident Aliens (not a spouse).  I am 71 years old, a US citizen, and a resident of Florida. I am and always have been single. I have approximately one [...]

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 How Much Information Must Personal Representatives Give to Estate Heirs?
0
By Harry Margolis
In Probate
Posted December 25, 2017

How Much Information Must Personal Representatives Give to Estate Heirs?

Question: l am one of 14 heirs of my grandmother’s estate. My cousin made herself administrator, but has not done any of the duties that she is supposed to do. The attorney she hired that [...]

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  • Irrevocable Trusts (49)
  • Long-Term Care Planning (170)
  • Non-Traditional Families (16)
  • Non-US Citizens (23)
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  • Probate (37)
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  • Revocable Trusts (98)
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  • Special Needs Planning (69)
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Putting off planning your estate?

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Putting off planning your estate?

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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