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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…

Opinion

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…

Opinion
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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…

Opinion

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…

Opinion

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…

History repeats itself
Lake Martin Living

History repeats itself

  • Lee Williams
  • Updated

The below article was written in December 2020. I thought it was worth republishing. Today, the DJIA is sitting just shy of 45,000. In a short…