Planning for Life

Estate Planning for the Young Family - Massachusetts

Posted by Harry S. Margolis on May 7, 2012

By Harry S. Margolis

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Topics: trusts, Estate Planning

What Can Jim Morrison’s Simple Will Teach Us About Estate Planning?

Posted by Harry S. Margolis on April 29, 2012

By Jeffrey A. Bloom

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Topics: Estate Planning

Tax Facts for Tax Day

Posted by Harry S. Margolis on April 13, 2012

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Topics: income taxes, Estate Planning

What is a Life Estate and Why Would You Want One? - Massachusetts

Posted by Maggie Lorenzo on April 9, 2012

By Harry S. Margolis

What is a life estate?

            The term “life estate” refers to property that is owned by an individual only through the duration of his or her lifetime. Therefore, it’s always for an indefinite period of time.  We usually encounter life estates when dealing with real estate.  When you have a life estate, you are called the “life tenant.”  For example, you can sell or give your home to your children, but retain a “life estate,” thereby reserving the right to live in, use, enjoy, and control the home until you die.  Your children would be called the “remaindermen.”   

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Topics: long-term care planning, Estate Planning

Is Your Trust Up-to-Date? - Massachusetts

Posted by Harry S. Margolis on April 3, 2012

By Harry S. Margolis

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Topics: trusts, special needs planning, asset protection, Estate Planning

Who Should Plan for Long-Term Care? - Massachusetts

Posted by Harry S. Margolis on March 27, 2012

By Harry S. Margolis

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Topics: long-term care planning, long-term care insurance, Massachusetts, Estate Planning

6 Tips for Helping Parents with Finances - Massachusetts

Posted by Harry S. Margolis on March 20, 2012

By Harry S. Margolis

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Topics: guardianship, seniors, Estate Planning

Working Longer is More than a "Twofer"

Posted by Harry S. Margolis on March 13, 2012

By Harry S. Margolis

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Topics: social security, Estate Planning, Retirement Planning

Will Congress Let You Donate IRA Withdrawals Tax Free?

Posted by Maggie Lorenzo on March 1, 2012

By Christina T. Vidoli

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Topics: Estate Planning, Retirement Planning

Annie's Mailbox Gives Excellent Estate Planning Advice

Posted by Harry S. Margolis on February 11, 2012

By Harry S. Margolis

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Topics: family dispute, Estate Planning

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