• Would Someone Be Medicaid Eligible in This Scenario?

    Would an individual be Medicaid eligible in the following scenario? They entered a nursing home on February 16, 2024, at which time assets were below $1,000 and they applied for Medicaid through the facility. Veterans Aid and Attendance was applied for a year ago and was finally approved April 1, 2024, at which time a lump sum $15,000 payment was received. Within a week, prepaid funeral arrangements were made to spend down the $15,000. The individual passed away April 20, 2024, before Medicaid was ever approved.

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  • Dad’s in a Nursing Home. My Nieces Won’t Leave His House.

    My brother, sister, and I are guardians of our dad. My sister asked her two daughters to move into dad’s house to care for him. He was in his home less than two weeks and went back to the nursing home because my two nieces couldn’t care for him. My nieces will not leave my dad’s house. Can my brother and I legally evict our nieces? They will not pay rent or utilities. My sister wants them to continue living in my dad’s house, but my brother and I do not. All three of us are guardians.

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  • How Do I Get Paid for Being My Father-in-Law’s Caregiver?

    My husband and I recently became caregivers of my father-in-law. I resigned from my job to be my father-in-law’s full-time caregiver. What are the steps I need to take in order for me to receive some form of compensation/payment for being his full-time caregiver?

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  • Why Trusts are Important Estate Planning Tools

    Trusts can offer many benefits, including allowing assets to pass directly to beneficiaries and charitable organizations without going through probate, minimizing taxes, and protecting your legacy from creditors.

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  • Gift of Home Equity: What It Is and How it Works

    More and more elders are choosing to pass on their wealth to heirs while they’re still alive. The growing popularity of “giving while living” comes as good fortune for the many young people who are currently unable to afford a home.

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  • If I’m a Co-Signer on a Mortgage, Does That Affect Medicaid?

    I am a co-signer on my niece’s mortgage. Can this affect my eligibility for Medicaid in the future?

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  • Can We Freeze My Sister-in-Law’s Assets With a POA?

    My sister-in- law has been in the hospital for almost five weeks. The last couple of weeks, she’s been making irrational financial decisions: promising breast reduction surgery to family members and even one of the nurse’s nieces, as well as promising to pay off mortgages, giving cars away, etc. Aside from this, she is alert, understands what’s going on medically, and is attentive to family and friends who visit her. My husband has medical power of attorney, and her son has POA. Is it possible for us to freeze her assets until she is out of this situation?

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  • What You Should Know About the Medicare Tax

    Medicare tax is an essential component of the United States tax system. It plays a crucial role in maintaining the solvency and functionality of the Medicare program.

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  • The Costs of the Rising Cost of Long-Term Care

    As the U.S. population ages and life expectancies increase, the need for long-term care is becoming an important consideration for many individuals and families.

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  • Blended Families and Wills in Estate Planning

    Estate planning for blended families is key to a smooth inheritance process, especially since probate rules and intestate succession law do not treat step and biological children the same when it comes to inheriting.

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