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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: "will"
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 What is an “Estate Plan?”
0
By Harry Margolis
In Wills
Posted December 2, 2022

What is an “Estate Plan?”

Question: What is an “estate plan?” Response: Estate planning lawyers use a lot of words that may be confusing to nonlawyers — will, trust, durable power of attorney, health [...]

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 How Often Should I Review My Estate Plan?
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By Harry Margolis
In Revocable Trusts, Wills
Posted November 14, 2022

How Often Should I Review My Estate Plan?

Question: How often should I review my estate plan? Response: It depends how old you are. Most people don’t do any estate planning until they have children. That’s when they begin to [...]

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 Must My Mother Sign a New Will When She Moves to a New State?
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By Harry Margolis
In Durable Powers of Attorney, Health Care Directives, Wills
Posted October 18, 2022

Must My Mother Sign a New Will When She Moves to a New State?

Question: My mother is 88 and had a will drawn up in 1991 when she lived in Oregon. The beneficiaries (my brother and I, 50/50 split) have not changed, and the designated representative (me) has [...]

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 Which Governs, the Will or the TOD Beneficiary Designations?
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By Harry Margolis
In Probate, Wills
Posted June 30, 2020

Which Governs, the Will or the TOD Beneficiary Designations?

Question: I have a living brother and a half brother that are beneficiaries of my parents’ estate. My mother’s will stated that certain investment accounts were to be divided in [...]

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 What Happens to My Life Estate Upon My Mother’s Death?
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By Harry Margolis
In Practical Matters
Posted July 26, 2019

What Happens to My Life Estate Upon My Mother’s Death?

Question: My parents gave me a life estate on the property in which my house sits. My father has passed away but my mother is still living. I have my house paid for now. Should I have the life [...]

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  • Asset Protection (34)
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  • Durable Powers of Attorney (44)
  • Estate and Gift Taxes (56)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (51)
  • 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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Putting off planning your estate?

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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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