26 Mar Will Medicaid take my mom’s life insurance policy?
You can't have more than $2,000 in assets to qualify for Medicaid. ...
25 Mar For Medicaid, should parents put kids on joint account?
Shifting assets to prepare for Medicaid isn't a simple act. ...
19 Mar How will my assets go to my adult children when I die?
Talk to an estate planning attorney so your assets are distributed as you plan. ...
19 Mar What can I do if my sister took advantage of dad’s trust?
If someone is not completing their estate planning responsibilities, take action....
17 Mar My dad died. Does my mom have to pay his credit card bills?
When someone dies, his or her estate would pay off bills. ...
17 Mar How can I transfer ownership of this house to my sibling?
A quit claim deed can be used to transfer your ownership of a property. ...
16 Mar Can I sell my house while it’s in a trust will?
Much will depend on the terms of the trust. ...
11 Mar Can a special needs trust avoid SECURE Act rules?
There are exceptions to the SECURE Act, which forces inherited IRA liquidation in 10 years. ...
28 Feb What changes for inherited IRAs under the SECURE Act?
Under the new law, you have to take distributions over 10 years. ...
27 Feb Should I gift my assets to avoid gift and estate taxes?
You can use annual gifts to transfer property to your heirs. ...