13 Oct What does IRS Revenue Ruling 2023-2 mean for an estate?
Estate planning can be complicated. Some trusts make it more so. ...
Estate Planning
09 Oct Mom wants to gift money. What happens if she needs care?
Gifting money could have an impact on Medicaid eligibility....
09 Oct My brother died without a will. What happens next?
Without a will, state law governs how property is distributed....
06 Oct Can an irrevocable trust be changed or canceled?
Changes can be made for trusts, but it's not always easy....
04 Oct Will Medicaid try to go after a term insurance policy?
Medicaid may seek to recover funds, but some assets aren't touchable....
03 Oct Dad died. Why can’t we still get the Senior Freeze?
Children who inherit don't take over a parent's benefit....
02 Oct My husband died. He has adult children. Do I get anything?
Without a will, state law determines how assets are distributed....
28 Sep Will mom’s 4th husband get her assets when she dies?
If there's a will, ...