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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: "taxable estate"
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 Will a Contract to Sell a Property in a Life Estate Affect the Step-Up in Basis?
0
By Harry Margolis
In Long-Term Care Planning, Real Estate
Posted September 1, 2020

Will a Contract to Sell a Property in a Life Estate Affect the Step-Up in Basis?

Question: I have a question about my mother’s two-family house. It’s amazing that she has survived the pandemic and will be turning 104 in September. She is in a nursing home and is covered [...]

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 What is Probate Property and What Isn’t?
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By Harry Margolis
In Probate, Wills
Posted September 21, 2018

What is Probate Property and What Isn’t?

Everyone talks about probate and avoiding probate, but what is “probate?” And what is “probate property?” Probate is the judicial process through which property you own [...]

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 When Does a Power of Appointment Cause Property to be Includible in the Power Holder’s Estate?
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By Harry Margolis
In Estate and Gift Taxes
Posted June 15, 2018

When Does a Power of Appointment Cause Property to be Includible in the Power Holder’s Estate?

Question: If I include in my revocable trust a general power of appointment giving my wife the power to decide the beneficiaries of all assets in the trust and she dies before me, does such power [...]

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 Using Third-Party Trusts for Asset Protection
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By Harry Margolis
In Asset Protection
Posted May 19, 2017

Using Third-Party Trusts for Asset Protection

A prospective client called to ask whether his son who is engaged to be married could protect his assets in the event of divorce. Apparently, a prenuptial agreement is out of the question. I [...]

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Categories
  • Asset Protection (32)
  • Charitable Giving (9)
  • Durable Powers of Attorney (34)
  • Estate and Gift Taxes (36)
  • Health Care Directives (12)
  • Irrevocable Trusts (6)
  • Long-Term Care Planning (135)
  • Non-Traditional Families (11)
  • Non-US Citizens (13)
  • Pets (3)
  • Practical Matters (15)
  • Probate (18)
  • Property in Other Countries (3)
  • Real Estate (29)
  • Retirement Plans (10)
  • Revocable Trusts (62)
  • Second Marriages (9)
  • Social Security (16)
  • Special Needs Planning (58)
  • Trustee (44)
  • Vacation Homes (3)
  • Wills (37)
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