
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

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

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

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,

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

Question: We live in Massachusetts. In looking for ways to protect our home against MassHealth recovery laws, I have found two methods most talked about

Question: What are the Capital Gains Consequences if I Put My House in an Irrevocable Trust? I live in Illinois and am 66 years old

Question: You mentioned life estates in one of your answers and how they relate to Medicaid. I’ve also heard about life estates with powers, which

Question: My mother owns her home and her two sons, one who is disabled have lived with her for over eight years. In the last

Question: Suppose a sibling living in New York State is in need of long-term care. She wants and become Medicaid eligible, so she is planning

Question: Can a nursing home bill a resident who is a prospective long-term care Medicaid applicant a sufficient amount (around $5,000) to reduce total cash