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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: "trust"
Home /
 What do Trust Protectors Charge?
3
By Harry Margolis
In Revocable Trusts
Posted November 26, 2019

What do Trust Protectors Charge?

Question; What is a standard trust protector fee? Is it paid every year or only when the protector’s services are requested? Response: Typically, trust protectors are either family members [...]

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 If House is Placed in Irrevocable Trust, will Line of Credit be Countable by Medicaid?
0
By Harry Margolis
In Long-Term Care Planning
Posted October 29, 2019

If House is Placed in Irrevocable Trust, will Line of Credit be Countable by Medicaid?

Question: If property has a line of credit from a reverse mortgage available before being placed in an irrevocable trust, can Medicaid consider the line of credit as a countable asset while in [...]

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 California’s Transfer on Death Deed Cannot Go to a Nonprofit
0
By Harry Margolis
In Charitable Giving, Revocable Trusts, Wills
Posted November 10, 2017

California’s Transfer on Death Deed Cannot Go to a Nonprofit

Question: I used the newly enacted (in California) T.O.D. method of transferring the title to a property upon my expiration. I named a non-profit as the beneficiary and filed it with the county [...]

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 A Life Estate Interest can be Conveyed But Not Extended
0
By Harry Margolis
In Second Marriages
Posted September 29, 2017

A Life Estate Interest can be Conveyed But Not Extended

Question: My father remarried and wants to grant life estate rights to his new wife. In the event of his death, if she were to remarry, can she grant life estate rights to her new spouse? [...]

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0
By Harry Margolis
In Practical Matters, Wills
Posted September 1, 2017

How Often Should You Review or Update Your Estate Plan?

How often we should all update our estate plans always depends on the circumstances. At age 18, everyone should have a durable power of attorney, health care proxy, and HIPAA release, just in [...]

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 Why Are Legal Documents So Long and So Redundant?
0
By Harry Margolis
In Wills
Posted August 29, 2017

Why Are Legal Documents So Long and So Redundant?

Have you ever wondered why legal documents are so long and why they contain so much gobbledygook? For instance why are wills called “Last Will and Testament” rather than simply [...]

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 Transfers of Assets that Medicaid Does Not Penalize
0
By Harry Margolis
In Long-Term Care Planning, Special Needs Planning
Posted May 26, 2017

Transfers of Assets that Medicaid Does Not Penalize

Since the federal and state governments don’t want you to give away all your assets today and then ask for Medicaid coverage of your nursing home care the next day, most transfers are [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • Durable Powers of Attorney (44)
  • Estate and Gift Taxes (56)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (52)
  • Long-Term Care Planning (173)
  • Non-Traditional Families (16)
  • Non-US Citizens (27)
  • Pets (4)
  • Practical Matters (15)
  • Probate (38)
  • Property in Other Countries (5)
  • Real Estate (69)
  • Retirement Plans (19)
  • Revocable Trusts (102)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (70)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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