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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Long-Term Care Planning

Home / Asset Protection /
 How Can We Protect Our Home from Medicaid Estate Recovery?
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By Harry Margolis
In Asset Protection, Long-Term Care Planning, Real Estate
Posted April 23, 2025

How Can We Protect Our Home from Medicaid Estate Recovery?

Question: My wife and I have a home with joint tenants with right of survivorship with my elderly mom. We have been taking care of her for a few years. We are thinking that a move to an assisted [...]

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 What Should We Do With Family Home to Get Financing and Avoid Medicaid Estate Recovery?
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By Harry Margolis
In Long-Term Care Planning
Posted March 28, 2025

What Should We Do With Family Home to Get Financing and Avoid Medicaid Estate Recovery?

Question: My grandmother passed away in 2001 in Massachusetts and died intestate leaving her house. My uncle and mother are her direct descendants. My uncle lives in the house but is currently [...]

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 Should I Divorce My Husband So Medicaid Will Cover His Nursing Home Care?
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By Harry Margolis
In Long-Term Care Planning
Posted March 14, 2025

Should I Divorce My Husband So Medicaid Will Cover His Nursing Home Care?

Question: I need information about divorcing my husband so he can get Medicaid coverage for nursing home care. Would I be able to retire without losing my pension, to live off of? I also own a [...]

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 Is Medicaid Planning Ethical?
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By Harry Margolis
In Long-Term Care Planning
Posted March 7, 2025

Is Medicaid Planning Ethical?

Question: I read your response to the question of how to rearrange assets to give an elderly person access to Medicaid services, including possible long term care. I wonder about the ethics of [...]

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 What Rights Does Medicaid Estate Recovery Waiver Give Disabled Heir?
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By Harry Margolis
In Long-Term Care Planning, Probate, Real Estate, Special Needs Planning
Posted December 11, 2024

What Rights Does Medicaid Estate Recovery Waiver Give Disabled Heir?

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 [...]

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 Can Nursing Home Resident Co-Sign Loan?
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By Harry Margolis
In Long-Term Care Planning
Posted December 4, 2024

Can Nursing Home Resident Co-Sign Loan?

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 [...]

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 How Do You Mesh Estate Tax and Long-Term Care Planning in Massachusetts?
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By Harry Margolis
In Estate and Gift Taxes, Long-Term Care Planning
Posted September 28, 2024

How Do You Mesh Estate Tax and Long-Term Care Planning in Massachusetts?

Question: I have a married couple who want an irrevocable trust as they are concerned with asset protection and long-term care. They are close enough to having a Massachusetts estate tax where it [...]

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 Should We Transfer Our Property to an Irrevocable Trust?
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By Harry Margolis
In Long-Term Care Planning
Posted August 30, 2024

Should We Transfer Our Property to an Irrevocable Trust?

Question: My husband and I live in Massachusetts. He is 75, and I am 73. We are in relatively good health, no pre-existing conditions. Our liquid assets are approximately $200,000. We own two [...]

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 How Best Should Condo in Joint Ownership be Transferred to Irrevocable Trust?
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By Harry Margolis
In Irrevocable Trusts, Long-Term Care Planning
Posted August 2, 2024

How Best Should Condo in Joint Ownership be Transferred to Irrevocable Trust?

Question: Mother and daughter are joint tenants with right of survivorship in mother’s condo. If they want to transfer the condo to an irrevocable trust, but reserve a life estate to the [...]

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 Are There Any Tax Benefits to My Wife and Me Putting Our House In Trust?
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By Harry Margolis
In Long-Term Care Planning, Probate, Revocable Trusts
Posted July 19, 2024

Are There Any Tax Benefits to My Wife and Me Putting Our House In Trust?

Question: My wife and I jointly own our residence as tenants by the entirety. I have two adult children and grandchildren from my first marriage and two adult children and grandchildren from my [...]

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Wondering if a trust makes sense for you?

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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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Wondering if a trust makes sense for you?

This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters

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