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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: "Roth IRA"
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 Can Trust Schedule A Listing Preempt IRA Beneficiary Designations?
0
By Harry Margolis
In Probate, Revocable Trusts
Posted February 11, 2022

Can Trust Schedule A Listing Preempt IRA Beneficiary Designations?

Question: A Trust Schedule A of Assets included an IRA and Roth account with beneficiary designations. The grantor died (of Covid) before titling all assets to the trust. The trustee petitioned [...]

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 Can Tax Payments be Part of Medicaid Spend Down?
0
By Harry Margolis
In Long-Term Care Planning
Posted December 27, 2019

Can Tax Payments be Part of Medicaid Spend Down?

Question: When a husband is about to apply for Medicaid long-term care benefits, and a community-spouse (non-applicant) wife is trying to reduce her assets below the limit of about $130,000, what [...]

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  • Irrevocable Trusts (51)
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  • Special Needs Planning (70)
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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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