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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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Tag Archives for: "transfer of assets"
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 Can Wife of Medicaid-Covered Nursing Home Resident Sell Rental Property and Give Proceeds to Children?
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By Harry Margolis
In Long-Term Care Planning
Posted December 14, 2018

Can Wife of Medicaid-Covered Nursing Home Resident Sell Rental Property and Give Proceeds to Children?

Question: My husband has been in a nursing home for two years already. I need to sell 5 rental homes that I cannot manage and don’t want any more. Can I sell them if they are on my name? [...]

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 Can We Turn Over Mom’s House to Reverse Mortgage Company?
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By Harry Margolis
In Long-Term Care Planning
Posted May 18, 2018

Can We Turn Over Mom’s House to Reverse Mortgage Company?

Question: My mother, who is 93, is in long-term dementia care. She has a reverse mortgage but due to her never receiving monthly payments, she qualified for Medicaid. It is now time to sell the [...]

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 Medicaid Planning with the Half-a-Loaf or Rule of Halves Strategy
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By Harry Margolis
In Long-Term Care Planning
Posted August 11, 2017

Medicaid Planning with the Half-a-Loaf or Rule of Halves Strategy

One of the prime planning techniques used before a change in the  law meant to bar it, often referred to as “half a loaf,” was for the Medicaid applicant to give away approximately half of his or [...]

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  • Asset Protection (34)
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  • Durable Powers of Attorney (44)
  • Estate and Gift Taxes (56)
  • Guardianship and Conservatorship (5)
  • Health Care Directives (13)
  • Irrevocable Trusts (51)
  • Long-Term Care Planning (173)
  • Non-Traditional Families (16)
  • Non-US Citizens (27)
  • Pets (4)
  • Practical Matters (15)
  • Probate (38)
  • Property in Other Countries (5)
  • Real Estate (69)
  • Retirement Plans (19)
  • Revocable Trusts (102)
  • Second Marriages (11)
  • Social Security (18)
  • Special Needs Planning (70)
  • Trustee (52)
  • Vacation Homes (3)
  • Wills (50)
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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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