Question: I have been getting Medicaid in-home assistance for approximately two years I am getting a unexpected check from an inheritance that I plan to use to replace a tub with a shower. But I [...]

Question: I understand that trust distributions are not generally income for Medicaid purposes when paid to a provider of services rather than directly to the beneficiary (and presumably would [...]

Question: My wife and I want to make a living will to appoint our married couple friends as guardians of our minor children in the event that both of us pass away. We live in Arkansas and our [...]

Question: My wife and I are both US citizens and intend to leave our entire estate to each other depending on who lives longer. I have a daughter who is a UK citizen living in Malta and she is [...]

Question: Is it necessary to put assets into a trust, and does this protect your home from Medicaid? Response: It’s certainly not necessary to place assets into a trust, but trusts can [...]

Question: My question is concerning stepped up value for an inheritance from a CCRC – Continuing Care Residential Community. The buy-in was $375,000 after death the return is 90%. Is the [...]

Question: I have been on expanded Medicaid for 3 years. I am 61 years old. Is expanded Medicaid still subject to estate recovery? If I go off Medicaid now and don’t die till I’m, say [...]

Question: I am 60, disabled, and on SSI and medicaid. I was recently in a car accident, and am expecting a decent sized (about $60K) settlement. I do not want to lose my SSI and Medicaid [...]

Question: I am in San Diego, California, and am looking to sell my primary residence that I’ve owned (as a joint tenant with the right to survivorship) with my mom. As I now own the [...]