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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: "second marriage planning"
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 Should Estate Plan with Various Businesses and Beneficiaries Include a Trust?
0
By Harry Margolis
In Real Estate, Revocable Trusts, Second Marriages
Posted April 25, 2022

Should Estate Plan with Various Businesses and Beneficiaries Include a Trust?

Question: I’m 65, collecting Social Security, own a condo, and own a building in which I operate a restaurant. The restaurant pays rent to an LLC  of which I’m the sole owner. I have a will [...]

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 What are the Tax Results when Stepmother Buys Out House in Trust?
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By Harry Margolis
In Estate and Gift Taxes, Real Estate
Posted January 19, 2022

What are the Tax Results when Stepmother Buys Out House in Trust?

Question: I am the Trustee of my father’s irrevocable living trust in Illinois. He was remarried and took my advice and set up a living trust and will, so he could pass certain assets on to [...]

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 QTIP Trust Can Give Husband Right to Income But Preserve Asset for Children?
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By Harry Margolis
In Estate and Gift Taxes, Second Marriages
Posted February 16, 2018

QTIP Trust Can Give Husband Right to Income But Preserve Asset for Children?

Question: I have family business interest in an LLC and an S-Corp which own commercial real estate and generate my income from rent. I would like to leave this interest to my 4 children (2 are [...]

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 How Can a Spouse in a Second Marriage Protect Her Assets?
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By Harry Margolis
In Asset Protection, Second Marriages
Posted October 13, 2017

How Can a Spouse in a Second Marriage Protect Her Assets?

Question: My mother is on a second marriage. What kind of trusts can you set up to protect her money from a previous marriage? Response: The answer depends a bit on what risks your mother is [...]

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  • Irrevocable Trusts (53)
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  • Probate (38)
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  • Second Marriages (11)
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