How Can I Find Out If I’m a Beneficiary in a Trust?

How could a person find out if they have been named a beneficiary in a trust but that information is being kept from them?

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Can We Use My Dad's IRA to Pay Nursing Home Fees?

I’m using a gift and loan strategy for the sale proceeds from my father's house, as he is now in a nursing home. It'll be several months of penalty for the gift. (The nursing home is a lot more expensive than the roughly $14,000 that New York uses to figure the loan payment.) During the penalty months, can we use dad’s...

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Will Medicaid Have a Claim Against Our House?

My mother and father are on the deed with my wife and me. Does that protect us from Medicaid taking the home in the event my parents ever have a debt to Medicaid?

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Did My Aunt Actually Have POA Over My Late Mother?

How do I find out if my aunt actually had power of attorney over my deceased mother?

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What's the Process for Claiming a Child Caregiver Exemption?

What's the process for claiming the child caregiver exemption once you submit the request to Medicaid? Do they approve? If so, who actually completes the transfer?

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Am I Responsible for My Mom's Long-Term Care Bill?

My mother had a stroke, and her memory loss has made her incapacitated. The hospital is asking for me to be her medical surrogate because she needs long-term care. When she is placed in long-term care, am I financially responsible for bills as her surrogate? Should I have an attorney review the long-term care facility'...

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My Sister-in-Law Died. What Do We Do With Her Trust?

My husbands sister passed away. She had a living trust that passed everything to her son, who has also passed away. When she was in the nursing home, she appointed my husband POA. What do we do now?

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Do I Need to Report My Ward's Social Security Income?

As an adult conservator, am I responsible for reporting my ward’s Social Security when the money goes directly to the nursing home? Is it counted on the Conservator Inventory and Asset Management Plan?

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Does a Reverse Mortgage Affect Medicare?

Does a reverse mortgage affect Medicare?

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Does My Mom Need to Report the Sale of Her Home to the IRS?

My mom was forced to sell her home due to health issues, and all of the proceeds were wired to her living trust account. She did not receive a Form 1099-S for the sale. Does she need to report this sale to the IRS?

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