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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: "undue influence"
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By Harry Margolis
In Real Estate
Posted June 20, 2021

Can I Use a Private Reverse Mortgage to Purchase Senior’s Home Over Time?

Question: I read your article on reverse mortgages, particularly interested in the pros and cons, but mostly the private reverse mortgage. I would like to purchase a home that is owned by an [...]

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 How Can I Protect My Father from My Brother’s Undue Influence?
0
By Harry Margolis
In Durable Powers of Attorney
Posted April 6, 2021

How Can I Protect My Father from My Brother’s Undue Influence?

Question: My brother is abusing his durable power of attorney with my father, coercing him to do things he does not want to do. He is also taking over part of his business, including his biggest [...]

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 3 Steps to Take to Protect Estate Plan from Challenge
2
By Harry Margolis
In Revocable Trusts, Wills
Posted August 23, 2019

3 Steps to Take to Protect Estate Plan from Challenge

Question: My brother and I are about ready to get my mother to make out her will and a revocable trust. How do you make sure that the will is not contestable? Is there a way to do that and what [...]

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  • Irrevocable Trusts (52)
  • Long-Term Care Planning (173)
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  • Non-US Citizens (27)
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  • 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)
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  • Wills (50)
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Putting off planning your estate?

This simple-yet-comprehensive guide provides everything you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book

Read Sample Chapters

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