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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: "tangible personal property"
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 How Should Property be Distributed When Dad Moves to Assisted Living?
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By Harry Margolis
In Long-Term Care Planning, Probate
Posted January 9, 2023

How Should Property be Distributed When Dad Moves to Assisted Living?

Question: I just read a story about Mary Jane’s estate which was divided among four siblings.  Our family also has four siblings. The difference is that our father is still living but has to move [...]

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 Are Simple Wills Sufficient for Tangible Personal Property in Blended Family?
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By Harry Margolis
In Non-Traditional Families, Wills
Posted February 7, 2022

Are Simple Wills Sufficient for Tangible Personal Property in Blended Family?

Question: My husband is 65 and I’m 62. My husband is divorced with 3 living daughters, all adults with children of their own. Two of his daughters are estranged from us. I am widowed with 4 [...]

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 Do I Need a Trust to Avoid Probate if I’ve Named Beneficiaries to Accounts?
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By Harry Margolis
In Durable Powers of Attorney, Probate, Revocable Trusts
Posted August 9, 2021

Do I Need a Trust to Avoid Probate if I’ve Named Beneficiaries to Accounts?

Question: Do I need a revocable trust to avoid probate if: 1. all my accounts have a designated beneficiary; and 2. I sign Fidelity’s form confirming the beneficiary? And as far as non-monetary [...]

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 What’s the Best Way to Amend a Will?
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By Harry Margolis
In Wills
Posted December 13, 2020

What’s the Best Way to Amend a Will?

Question: I am attempting to help a friend add an addendum to his will for the purpose of naming a person to dispose of his personal household contents. He has a trustee named for his trust but [...]

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 What’s the Best Method to Distribute Tangible Personal Property in an Estate?
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By Harry Margolis
In Probate
Posted April 28, 2020

What’s the Best Method to Distribute Tangible Personal Property in an Estate?

Question: I read your article on 724 Items, Not Counting Linens and Jewelry and found it very interesting. I have two questions: 1) Why were the jewelry, silverware, and gold coins left out of [...]

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Categories
  • Asset Protection (37)
  • Charitable Giving (11)
  • Durable Powers of Attorney (52)
  • Estate and Gift Taxes (69)
  • Guardianship and Conservatorship (10)
  • Health Care Directives (14)
  • Housing and Urban Development (HUD) (1)
  • Irrevocable Trusts (76)
  • Long-Term Care Planning (192)
  • Non-Traditional Families (17)
  • Non-US Citizens (40)
  • Pets (6)
  • Practical Matters (17)
  • Probate (64)
  • Property in Other Countries (6)
  • Real Estate (117)
  • Retirement Plans (25)
  • Revocable Trusts (144)
  • Second Marriages (12)
  • Social Security (20)
  • Special Needs Planning (97)
  • Trustee (55)
  • Vacation Homes (5)
  • Wills (68)
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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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