• take action: Plan Your Estate
  • Ask a Question

    Ask Harry a Question

    • This field is for validation purposes and should be left unchanged.

    Close
  • Books
  • Podcasts
  • Guides
  • Subscribe

    Subscribe to the Ask Harry blog

    Loading
    Close
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.
  • Ask a Question

    Ask Harry a Question

    • This field is for validation purposes and should be left unchanged.

    Close
  • Books
  • Podcasts
  • Guides
  • Subscribe

    Subscribe to the Ask Harry blog

    Loading
    Close

Archives

Tag Archives for: "long-term care planning"
Home /
 Should I Work with an Estate Planning or an Elder Law Attorney?
0
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, [...]

READ MORE
 Is Medicaid Planning Ethical?
0
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 [...]

READ MORE
 How Do You Mesh Estate Tax and Long-Term Care Planning in Massachusetts?
0
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 [...]

READ MORE
 Should We Transfer Our Property to an Irrevocable Trust?
0
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 [...]

READ MORE
 How Can Single 76-Year-Old of Modest Means Plan for Long-Term Care?
0
By Harry Margolis
In Long-Term Care Planning
Posted November 11, 2022

How Can Single 76-Year-Old of Modest Means Plan for Long-Term Care?

Question: The blog post on your law firm site on the likelihood of needing long-term care concludes by saying: “The upshot if you’re a Baby Boomer if you are able to do so, factor in the [...]

READ MORE
 What Language in a Durable Power of Attorney Permits an Agent to Make Gifts to Self?
2
By Harry Margolis
In Durable Powers of Attorney
Posted August 5, 2020

What Language in a Durable Power of Attorney Permits an Agent to Make Gifts to Self?

Question: My durable power of attorney contains 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 [...]

READ MORE
 Will Transfer of Home and Rental Property Work Under Medicaid Rules?
0
By Harry Margolis
In Long-Term Care Planning
Posted November 16, 2018

Will Transfer of Home and Rental Property Work Under Medicaid Rules?

Question: An unmarried applicant for Medicaid coverage of nursing home care has lived with her brother her entire life in a house they inherited from their parents. She now needs long-term care [...]

READ MORE
 Can We Keep the House in the Family if My Mother Moves to Assisted Living?
0
By Harry Margolis
In Long-Term Care Planning
Posted November 16, 2018

Can We Keep the House in the Family if My Mother Moves to Assisted Living?

Question: My mom has dementia that has been progressing quickly over the past 6 months. We feel as though she needs 24/7 care and we are considering a residential memory disorders facility for [...]

READ MORE
 Nursing Home Resident Can Keep Vacation Home, but It Will be Subject to Medicaid Estate Recovery
0
By Harry Margolis
In Long-Term Care Planning
Posted November 2, 2018

Nursing Home Resident Can Keep Vacation Home, but It Will be Subject to Medicaid Estate Recovery

Question: My mother is 88 years old and she is in rehab right now. I would like to get her on Medicaid when she eventually moves to long-term care. My question is, we own a cottage and the deed [...]

READ MORE
 Would Bankruptcy Affect Medicaid Eligibility of Co-Owner of Account?
0
By Harry Margolis
In Long-Term Care Planning
Posted October 26, 2018

Would Bankruptcy Affect Medicaid Eligibility of Co-Owner of Account?

Question: I recently was added to a relative’s mutual fund account as a co-owner. If I were to file for bankruptcy and lost the account, could Medicaid seek a penalty against these funds if [...]

READ MORE
1 2 3 4 5 6
page 1 of 6
Categories
  • Asset Protection (37)
  • Charitable Giving (11)
  • Durable Powers of Attorney (52)
  • Estate and Gift Taxes (69)
  • Guardianship and Conservatorship (10)
  • Health Care Directives (14)
  • Housing and Urban Development (HUD) (1)
  • Irrevocable Trusts (76)
  • Long-Term Care Planning (192)
  • Non-Traditional Families (17)
  • Non-US Citizens (40)
  • Pets (6)
  • Practical Matters (17)
  • Probate (64)
  • Property in Other Countries (6)
  • Real Estate (117)
  • Retirement Plans (25)
  • Revocable Trusts (144)
  • Second Marriages (12)
  • Social Security (20)
  • Special Needs Planning (97)
  • Trustee (55)
  • Vacation Homes (5)
  • Wills (68)
© All Rights Reserved  |  Privacy Policy

Start typing and press Enter to search

Wondering if a trust makes sense for you?

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

Get the Book
(An Amazon Prime Reading selection)

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Read Sample Chapters

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

subscribe