Question: How much should it cost to put together a trust from a reputable company? I’m being quoted $4,000 for a trust that would include about $1 million in assets, including a cabin that we [...]

Question: My aunt passed in November 2024 and had a Chase Checking Account with her sister as POD. Her sister lives in Japan and has not yet received the funds nor any paperwork, letters or forms [...]

Question: I need to make a new will since the one I have is almost 40 years old, and so much has changed since then. My concern is for my adult daughter, who is single, never married, and lives [...]

When a Medicaid beneficiary inherits property they must report it to the Medicaid agency, but depending on the circumstances it may not affect their eligibility.

Assets in special needs trusts do not affect eligibility for subsidized housing but most distributions are treated as income for determining the beneficiary's rent obligation.