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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 / Long-Term Care Planning /
 How Can Remainder Interest Be Changed from Joint Tenants to Tenants in Common?
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By Harry Margolis
In Long-Term Care Planning, Real Estate
Posted December 20, 2025

How Can Remainder Interest Be Changed from Joint Tenants to Tenants in Common?

Question: In an attempt to find solutions to bypass probate, my husband and I set up a life estate in 2011. Both of our children are the remaindermen, and they hold title as joint tenants on the [...]

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 What to Do About Abusive and Demented Stepfather?
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By Harry Margolis
In Guardianship and Conservatorship, Long-Term Care Planning
Posted December 3, 2025

What to Do About Abusive and Demented Stepfather?

Question: My mother’s husband is 82 years old and has dementia. Last month, he went out to a car dealership, purchased a car, and drove it away. He was missing for 3 days and ultimately was [...]

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 Must Inherited Property be Reported to Medicaid?
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By Harry Margolis
In Long-Term Care Planning
Posted November 12, 2025

Must Inherited Property be Reported to Medicaid?

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.

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 What Minefields Can Be Avoided in Paying a Family Caregiver?
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By Harry Margolis
In Long-Term Care Planning
Posted August 22, 2025

What Minefields Can Be Avoided in Paying a Family Caregiver?

Question: What are the minefields families should be aware of when they become a caregiver to an older loved one? (I heard the story of a man wanting to get paid his lost salary and benefits from [...]

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 How Can I Find and Choose a Good Elder Law Attorney?
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By Harry Margolis
In Long-Term Care Planning
Posted July 23, 2025

How Can I Find and Choose a Good Elder Law Attorney?

Question: Where do you find an elder law attorney and what should they ask to choose a good legal partner? Response: The best way to find a good lawyer or other professional is to ask friends, [...]

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 What are the Filial Responsibility Laws for Paying for a Parent’s Care?
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By Harry Margolis
In Long-Term Care Planning
Posted July 18, 2025

What are the Filial Responsibility Laws for Paying for a Parent’s Care?

Question: What are familial responsibility laws – how many states still have these on the books and how does this affect family members? (I read that in China a lawsuit was settled resulting in [...]

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 Should I Work with an Estate Planning or an Elder Law Attorney?
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By Harry Margolis
In Long-Term Care Planning
Posted May 28, 2025

Should I Work with an Estate Planning or an Elder Law Attorney?

Question: What is the benefit of ensuring you work with an elder law attorney versus a traditional estate lawyer (cost savings, understanding benefits of Medicare/Medicaid, look back periods, [...]

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By Harry Margolis
In Long-Term Care Planning
Posted May 22, 2025

What Do We Do If Senior Needs Memory Care But Not Nursing Home?

Question: My former spouse (I am his power of attorney and health care proxy) currently resides at a rest home and is in need of a higher level care, preferably an affordable memory care unit. I [...]

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 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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Wondering if a trust makes sense for you?

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

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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