Question: I have a living brother and a half brother that are beneficiaries of my parents’ estate. My mother’s will stated that certain investment accounts were to be divided in [...]

Question: My mom died without receiving any Medicaid to help pay for her nursing home. She paid everything from her own money. She was a widow for 25 years before she remarried at the age of 72. [...]

Question: I am a beneficiary in a nominee trust of a house and have a question about capital gains taxes. My parents bought the house in 1970, and set the trust up in 1990 for my 3 siblings and [...]

Question: I would like to leave my 401k, IRAs, etc. to my family in the Philippines. What is the best and easiest way to do this? Should I show them as beneficiaries or should I just have a [...]

Question: Is there a HIPAA release form that is will work for any organization in the event I become incapacitated? I have created several for my local providers, but I would like something that [...]

Question: Is going to a church for free food in-kind income for purposes of SSI? Response: Technically, yes, but it’s likely to fall under the radar. Beneficiaries of  Supplemental Security [...]

Question: Is a MOLST appropriate for a healthy 65 year old to complete?  Will COVID change that?  A few years ago my PCP declined to complete a MOLST with me as I was “too healthy”?  [...]

Question: For hospitals, do we need to bring only copies of our important things like driver’s license and medical insurance cards? Since coronavirus moves fast, how do we express no vents in a [...]

Question: Since Medicaid nursing home residents typically have to share a room, does the pandemic discredit giving all your assets to a trust for inheritance purposes? By relying on support for [...]

Question: I have a client for whom I am selling her mother’s home. Her mother has dementia (some days better than others) and has been in a nursing home for a couple of years. She applied [...]