07 Aug Will small gifts cause a Medicaid penalty?
To qualify for Medicaid, your cash flow over the past five years will be examined....
Estate Planning
04 Aug My brother died of COVID-19. Does ex-wife get an inheritance?
After a divorce, an inheritance is never a sure thing. ...
03 Aug Can a disabled person have savings and qualify for Medicaid?
There are circumstances under which you can have assets and qualify for Medicaid. ...
24 Jul What can we do if a trust distribution is stolen?
If trust provisions aren't followed, you need to call an attorney. ...
23 Jul Will N.J. or Florida’s tax laws affect this inheritance?
The decedent's state is what matters when it comes to tax law. ...
22 Jul Why is it taking so long to get this inheritance?
If you have the right paperwork, a bank should release your inheritance. ...
20 Jul Will this life insurance policy be taxable to my children?
The inheritance tax is based on the relationship of the beneficiary to the deceased. ...
15 Jul Should my son inherit or be gifted this home?
There's a tax difference that's important to consider. ...