Question: My parents and sister bought a house together in January 2024 with the intent to live in it together. My parents own 2/3 of the property and my sister 1/3. My parents’ 2/3 of the [...]
Question: My father is trying to create a power of attorney, but he had surgery and lost the use of his hand. How does he proceed if he is not able to sign the power of attorney form? Response: [...]
Question: Can my mother use her Section 8 voucher to rent from my husband (her son-in-law) or the trust that he owns? Response: Probably not from him directly, but perhaps from his trust. Family [...]
Question: My father died in 2022. I was named the personal representative of his estate and sold his stock in his investment account in 2024 before distributing the proceeds to all my siblings. [...]
Question: If I live in Wisconsin for 162 days and in Florida for 160 days and travel outside of both states for the remaining 43 days of the year, can I qualify as a Florida resident. Does it [...]
Question: If a disabled adult child clause has prohibited the Medicaid estate recovery on her dad’s estate, can the probate attorney who advised the sale of the property then divide the proceeds [...]
Question: I understand that ABLE funds are subject to pay back if the state chooses to do so. Where a state statute (NJ) gives the state up to 3 years after receiving notice of death of a [...]
Question: Can the Section 121 $250,000 capital gains tax exclusion apply when home is the remainderman’s principal residence? The property is in a life estate and both the life tenant and the [...]
Question: My husband is a long-term patient in a nursing home and is on Medicare and Medicaid. Can he be a co-signer on a student loan for his granddaughter? There are no assets in his name but [...]