Can I Stay in My Partner’s Home Without a Written Contract?

My partner of 13 years owns the home we share in Arizona (co-habitating for 11 years now). She’s now in a memory care facility with dementia, and her adult children hold power of attorney. We weren’t married, never formalized our living arrangements in a contract, and had only a verbal agreement. What are my rights and...

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How Can My Mother-in-Law Leave Property to Her Son?

How can my mother-in-law leave her property to her son in the easiest, cheapest, and quickest way, so that no one can contest it or take it for medical or other bills? She lives in Coos Bay, Oregon.

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Can a Medicaid Recipient Gift Money to a Disabled Son?

My mother is on Medicaid and lives in a long-term care facility in Kansas. Can she give some of the money from the sale of her home to her 70-year-old disabled son? He has a letter of disability from the state.

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Can a Trustee Gift Their Mother’s Car Without Penalty?

My mother is moving into assisted living and may later need skilled nursing care and Medicaid. I am her trustee, but I live outside the United States. I would like to gift her car to her brother, so I can use it when I visit them in Missouri. Would this be exempt from Medicaid’s look back period? I keep receiving confl...

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Can I Remove My Husband as Co-Owner of a CD?

I’m 79 and live in North Carolina. I put about $50,000 into CDs, and I made my husband a co-owner with my son as the primary beneficiary. My husband is in much poorer health than I am and will likely need nursing home care if I die first. If he is still a co-owner when I die, he will inherit the CDs and could lose Medi...

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Can I Transfer a House to My Son if It Still Has a Mortgage?

How do I transfer my house to my son, who is my caregiver, if there is still a mortgage on it?

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Will Saving My Mother’s $35 Allowance Affect Her Medi-Cal?

My mother lives in a skilled nursing facility and receives Medi-Cal. Her Social Security goes to the facility, except for $35 a month Medi-Cal lets her keep. What happens if she doesn’t spend that $35 and it builds up in a checking or savings account?

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Can I Transfer a Second Home Without Losing Benefits?

About 14 years ago, my daughter needed a place to live, and our small Nebraska town has very little housing. My husband and I bought a fixer-upper for $37,000 and put it in our names. It’s now worth about $39,000. Now that I’m on disability and my husband receives Social Security, the house is being counted as an asset...

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When Does a Medicaid Penalty Period Start and End?

My mother lives in a memory care facility, and Illinois Medicaid approved her application with an effective date of  July 1, 2025. I applied for her in April 2025. She was given a 3-month, 27-day transfer penalty period. When did the penalty start, and when did it end?

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Can I Make Funeral Decisions as the Executor of an Estate?

I’m my godmother’s caregiver. I hold her general power of attorney, and I’m her patient advocate and named executor. She’s in hospice now. Do I need a letter of authorization for the funeral home?

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