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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: "nursing homes"
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 What Should I Do with My Uncle’s Income So He Can Be Eligible for Medicaid?
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By Harry Margolis
In Long-Term Care Planning
Posted December 13, 2019

What Should I Do with My Uncle’s Income So He Can Be Eligible for Medicaid?

Question: I am POA (Power of Attorney) for my 91-year-old uncle. For the past 2.5 years, he has been enrolled with MassHealth PACE. He receives about $1,300 a month combined from Social Security [...]

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 Can Community Spouse Keep Proceeds of Sale of Home?
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By Harry Margolis
In Long-Term Care Planning
Posted September 20, 2019

Can Community Spouse Keep Proceeds of Sale of Home?

Question: Spouse is in nursing home on Medicaid. Well spouse is allowed to keep their home. Is the well spouse allowed to sell the home and rent in a cheaper neighborhood or purchase a condo or [...]

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 What Happens to Medicaid Coverage for Nursing Home Resident Moving States?
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By Harry Margolis
In Long-Term Care Planning
Posted July 13, 2018

What Happens to Medicaid Coverage for Nursing Home Resident Moving States?

Question: We are in the process of transferring our dad from a nursing home in Connecticut to Ohio. He is on Medicaid. We understand that Medicaid does not transfer from one state to another, so [...]

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 How Do I Handle Money Available to a Medicaid Beneficiary?
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By Harry Margolis
In Long-Term Care Planning
Posted January 13, 2018

How Do I Handle Money Available to a Medicaid Beneficiary?

Question: My father is currently on Medicaid and in a nursing home. We recently discovered that he has about $10,000 in unclaimed property within the state of Texas. As his power of attorney, if [...]

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 Can I Prepare a Miller Trust by Myself Without an Attorney?
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By Harry Margolis
In Long-Term Care Planning
Posted December 29, 2017

Can I Prepare a Miller Trust by Myself Without an Attorney?

Question: Do I need an attorney to prepare a Miller trust fund, or can I get the form and do it myself? Response: A Miller or “qualified income” trust is a curious artifact of our [...]

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  • Asset Protection (34)
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  • Durable Powers of Attorney (43)
  • Estate and Gift Taxes (55)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (49)
  • Long-Term Care Planning (170)
  • Non-Traditional Families (16)
  • Non-US Citizens (23)
  • Pets (3)
  • Practical Matters (15)
  • Probate (37)
  • Property in Other Countries (4)
  • Real Estate (66)
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  • Revocable Trusts (98)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (68)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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