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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: "stepped up"
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 Tax Implications for Growth of Life Interest in Real Estate in Trust
0
By Harry Margolis
In Real Estate
Posted November 12, 2019

Tax Implications for Growth of Life Interest in Real Estate in Trust

Question: My mother passed away two years ago and she left her husband a life estate in their primary residence via her Living Trust. The Trust designated my sister as the Trustee after my [...]

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 How are Capital Gains in Life Estate Affected by Improvements?
0
By Harry Margolis
In Long-Term Care Planning
Posted March 1, 2019

How are Capital Gains in Life Estate Affected by Improvements?

Question: My mother has quitclaimed the deed of her house to me while retaining a life-use interest. There may be a future potential to sell the house prior to her death if she wants or needs to [...]

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  • Asset Protection (34)
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  • Irrevocable Trusts (49)
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  • Special Needs Planning (69)
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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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