Question: I am my mother’s primary caretaker, and my sister and I pay a friend to care for my mother several hours a week when I am not home. (I reside with my mother.) I will be returning [...]
Question: My durable power of attorney has the phrase: “it shall not be deemed to be self-dealing on the part of my attorney-in-fact herein to make gifts, transfers or dispositions to or [...]
Question: My mother died at age 93. Her husband is in an assisted living facility. She had financial and medical powers of attorney. I am the successor agent on both. His Medicaid pays most of [...]
Question: If I want to leave someone money from my mutual funds, does that have to be in my will or can I just make that person a beneficiary of that fund or partial beneficiary? Will that be [...]
Question: I want to change my will. Can I go to different attorney? Do I have to notify my current attorney who wrote my current will? Response: Yes, you can go to any attorney to update your [...]
Question: We are moving our primary residence from Massachusetts to Florida. In establishing required out-of-state days, how are days we’re in neither state counted? If we leave on a [...]
Question: I’m the trustee of a rental property worth $120,000 and brings in $1,400 a month. Do I charge a fee based only on the value or also the income and what percent? Response: In your [...]
Question: My son is 21 years old and disabled with cerebral palsy since birth. He currently receives Supplemental Security Income (SSI) and has never worked. We as parents are not US citizens and [...]
Question: In Texas, is there a way to shelter cash from the sale of non-exempt estate assets to avoid MERP, while the recipient is in the nursing home using the Medicaid benefit? As an example, [...]
Question: My wife and I have separate trusts made in Colorado in 2014. We moved to Missouri in 2015. I don’t want to pay for new trusts, so what should I do, if anything, to make sure they [...]
