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ASK HARRY: What are Taxes on Sale of Stock Left Out of Revocable Trust?

  • Harry Margolis, Esq. has been representing seniors, individuals with special needs and their families since 1987. Harry Margolis, Esq. has been representing seniors, individuals with special needs and their families since 1987.

Question: My mother just recently passed away, my father having passed before her. They had a living trust set up in 2018. That made it easy f…

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ASK HARRY: Can I Pass My $250,000 Capital Gains Exclusion On To My Heirs?

  • Harry Margolis, Esq. has been representing seniors, individuals with special needs and their families since 1987. Harry Margolis, Esq. has been representing seniors, individuals with special needs and their families since 1987. Harry Margolis, Esq. has been representing seniors, individuals with special needs and their families since 1987. Harry Margolis, Esq. has been representing seniors, individuals with special needs and their families since 1987. Harry Margolis, Esq. has been representing seniors, individuals with special needs and their families since 1987. Harry Margolis, Esq. has been representing seniors, individuals with special needs and their families since 1987.

Question: I'm 94 years of age and own a home in Massachusetts. When I pass, will my heirs be able to take the $250,000 federal capital gains d…

ASK HARRY: How Do You Dissolve a Revocable Trust After Death?
Opinion

ASK HARRY: How Do You Dissolve a Revocable Trust After Death?

  • Harry Margolis, Esq. has been representing seniors, individuals with special needs and their families since 1987. Harry Margolis, Esq. has been representing seniors, individuals with special needs and their families since 1987. Harry Margolis, Esq. has been representing seniors, individuals with special needs and their families since 1987.

Question: My father passed away last year. (My mother passed away several years ago.) He had a revocable trust that says that upon his death t…