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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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Archives

Tag Archives for: "Medicaid planning"
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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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 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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 Should My Parents Put their Home in My Name?
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By Harry Margolis
In Long-Term Care Planning
Posted July 29, 2022

Should My Parents Put their Home in My Name?

Question: My parents are thinking of putting their primary and only residence into my name so they would qualify for reduced rates in a residential facility if need be. The home is worth about [...]

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 Can Investment Account be Medicaid Protected by Adding Co-Owner?
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By Harry Margolis
In Long-Term Care Planning
Posted November 27, 2019

Can Investment Account be Medicaid Protected by Adding Co-Owner?

Question: I have a non-retirement account at Fidelity with my name on it and the beneficiary is the Robinson Crusoe family trust. Can I put my companion, Friday, on the account as well and then [...]

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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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