Question: In Pennsylvania, does money in a third-party trust count as Medicaid income or asset if a beneficiary or his wife is on SSDI? Response: I can’t tell you about Pennsylvania in [...]

Question: I am successor trustee for my Mom’s living revocable trust. (She is still living.) All of her assets are currently held in a trust brokerage account, with the exception of a [...]

Question: I am successor trustee for my mom’s living revocable trust. Her trust assets are currently held in a brokerage account in the form of stocks and mutual funds. After her death, my [...]

Question: We have a special needs trust for our daughter to be funded by a life insurance policy on my husband’s life. We’re wondering if we should transfer the policy to the trust in [...]

Question: My sister and I are 50-50 beneficiaries of our mom’s will. Her assets include a house ($250K) and an IRA ($250K). My sister would like to live in the house. I realize the IRA will [...]