How Do I Use a Life Estate for a Spouse and Church?

If a wife wants to give her husband the right to stay in the home after her death and, at the time of his death, have the house donated to the church, what type of will does she need or what does she need to do? She also wants to leave her husband enough money to pay house expenses. She owned the house when they marrie...

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How Can We Protect Home Sale Proceeds to Supplement Income?

My partner has been living in a neighboring State for six years now. We spend winters at my home and summers at his. We did a living trust a couple years back, so our assets would go to each other and then ultimately could be sold and divided equally between our five adult kids. We have no stocks and no big assets othe...

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Facing Homelessness Due to Social Security Overpayment?

When my wife died, Social Security continued payments to our joint account for 10 years following her death, which I thought was her retirement. A letter arrived regarding overpayment of over $100,000. I had been receiving my own Social Security monthly and now they are taking every penny to pay back the over payment o...

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Does a CCRC Refund Follow the Will or a Named Beneficiary?

My Dad's will states that all of his estate is to be divided equally between me and my sister (also the executor). He moved into a Continuing Care Retirement Community (CCRC) after an Alzheimer's diagnosis. My sister sold his house and the proceeds became the entrance deposit. She claims that our Dad wanted her to be t...

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Will My Mom's Half of the House Go to Me When She Dies?

My mom and I bought a house together in 2020. We split it 50/50. We are both widows. I am 64 (65 in May); she is now 84. We live in Texas. I get a homestead exemption on half of the mortgage, but she can’t because of another house that she owns. When she dies, will the house revert to me 100 percent? Can I have her nam...

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How Do I Get POA for a Resistant Parent With Dementia?

How can I obtain power of attorney for a resistant elder parent with dementia?

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How Do I Find Out If Grandma Left Me Her House?

How do I find out if my grandmother left me her house? There is no will to be found.

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How Do 3 Names on a CD Affect Medicaid Eligibility?

What happens to a certificate of deposit with three names on it, when one applies for Medicaid?

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Will My Mom's MMNA Count As Excess Income for Medicaid?

My father currently receives institutional Medicaid in New York City, where Medicaid spousal impoverishment rules allow a community spouse living at home a Monthly Maintenance Needs Allowance (MMNA), which my mother is currently receiving. We would like to apply for Community Medicaid for my mother because she is in th...

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What Happens to My Mom's Debt While on Medicaid?

My mom is going onto Medicaid and has a line of credit (not a HELOC) with a balance owed. What happens to that debt once she is in long term-care, with very little SSI, and cannot pay the debt? Is she required to pay any of it with the little bit of money she is spending down, prior to starting Medicaid?

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