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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: "surviving spouse"
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 What Happens to My Younger Spouse’s Social Security Benefits If He Keeps Working?
0
By Harry Margolis
In Social Security
Posted September 29, 2023

What Happens to My Younger Spouse’s Social Security Benefits If He Keeps Working?

Question: I plan on remarrying. I am 67 and get full Social Security benefits. If I should pass, I know my husband can get my benefits. Is his benefit amount reduced if he continues to work [...]

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 Are Shares of Stock in My Name in My Husband’s Estate?
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By Harry Margolis
In Estate and Gift Taxes, Probate
Posted June 28, 2023

Are Shares of Stock in My Name in My Husband’s Estate?

Question: My husband passed away. I owned stocks in only my name. Are the stocks part of his estate? Response: No. What’s yours is yours and what was his is in his estate. In terms of [...]

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 How Can Husband Leave Trust for Wife, Then for Sibling?
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By Harry Margolis
In Estate and Gift Taxes, Second Marriages
Posted November 18, 2022

How Can Husband Leave Trust for Wife, Then for Sibling?

Question: How can someone, with a house, a rental house and investments altogether worth $4 million, plan for both a stepped-up in basis and the full federal estate tax exemption without allowing [...]

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Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters

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