Question: My mother passed away two years ago and she left her husband a life estate in their primary residence via her Living Trust. The Trust designated my sister as the Trustee after my [...]
Question: My wife has been living in her mother’s home for the past 4 years as her mother’s caregiver to enable her to live at home rather than a nursing facility. She has all the [...]
Question: We are Canadians and we own condo in California where our daughter lives. We would like to transfer the property to our daughter. What is best way considering USA and Canadian taxes? [...]
Question: I need to sell my mother’s life insurance policy to bring down her assets to qualify for Medicaid but it doesn’t have enough value to prepay for her funeral. The insurance [...]
Question: Do I need to execute a new health care proxy if my named agents have moved since the document was signed in 2011? Response: No. The purpose of including addresses in legal documents is [...]
Question: We are in a half-century long loving and trusting (but not legally joined) partnership and are finding our end of life planning especially challenging. We cannot marry because one of us [...]
Question: If property has a line of credit from a reverse mortgage available before being placed in an irrevocable trust, can Medicaid consider the line of credit as a countable asset while in [...]
Question: Though I have read some of your related articles I still am not quite clear: in the case of an institutionalized spouse with a healthy community spouse who lives in their home, will a [...]
Question: A client is a resident of Florida – spends more than 6 months a year there, has a Florida driver’s license and a home in Florida. She also has a property in Maine. While in [...]
Question: The attorney I retained has already cost me $2,500 ($1,000 retainer fee + additional charges) for emails, mostly, and a 1/2 hour conference call). I am 76, live alone, have 2 sons, own [...]
