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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

Monthly Archive for: "May, 2018"
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 Can Patient on Hospice Care Also Receive Medicaid Coverage?
0
By Harry Margolis
In Long-Term Care Planning
Posted May 25, 2018

Can Patient on Hospice Care Also Receive Medicaid Coverage?

Question: My 86-year-old sister has been in a nursing home since November of 2017. The paperwork is still “working” to qualify her for Medicaid (New Mexico). However, just recently, the doctor [...]

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 Will Guardianship Enable Moving Senior to Assisted Living?
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By Harry Margolis
In Long-Term Care Planning
Posted May 25, 2018

Will Guardianship Enable Moving Senior to Assisted Living?

Question: My mother is wheelchair bound, has some dementia and is on oxygen. My father just passed away and was her caregiver. We want to move her to an assisted living facility but she refuses. [...]

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 How Can I Increase My Social Security Retirement Benefit?
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By Harry Margolis
In Social Security
Posted May 22, 2018

How Can I Increase My Social Security Retirement Benefit?

Question: Is there anything I can be doing now in my working years to help increase my future Social Security benefit? Response: The following response is from Nora Yousif, a financial advisor [...]

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 Will a Patient’s Multi-Family House be Subject to Claim by Medicaid?
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By Harry Margolis
In Long-Term Care Planning
Posted May 18, 2018

Will a Patient’s Multi-Family House be Subject to Claim by Medicaid?

Question: I am a nurse who works as a case manager on a geriatric psychiatry unit in Everett, Massachusetts. I frequently have patients who need to go into a nursing home for long-term care from [...]

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 Can We Turn Over Mom’s House to Reverse Mortgage Company?
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By Harry Margolis
In Long-Term Care Planning
Posted May 18, 2018

Can We Turn Over Mom’s House to Reverse Mortgage Company?

Question: My mother, who is 93, is in long-term dementia care. She has a reverse mortgage but due to her never receiving monthly payments, she qualified for Medicaid. It is now time to sell the [...]

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 What is a QPRT and Why Would I Want One?
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By Harry Margolis
In Estate and Gift Taxes
Posted May 11, 2018

What is a QPRT and Why Would I Want One?

Question: I’ve heard a QPRT as a good way to protect my home and pass it on to my children tax-free. What is it and should I have one? Response: QPRT stands for qualified personal residence [...]

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 What to Do When Unsavory Pair Move in on Stepmom’s Cottage?
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By Harry Margolis
In Vacation Homes
Posted May 11, 2018

What to Do When Unsavory Pair Move in on Stepmom’s Cottage?

Question: My grandparents bought a 500 square foot cottage on the southern coast of Massachusetts in the 60s. After my grandfather passed away in the early 90’s, my grandmother transferred [...]

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Categories
  • Asset Protection (34)
  • Charitable Giving (10)
  • 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 (69)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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