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On the advice of my mother's attorney and because of my mom's advanced dementia, we were encouraged to transfer the title of her home to my sister, my brother, and me equally. My sister's son, moved in with mom over...

My mother's life insurance policy was purchased to benefit my disabled sister, who receives Social Security disability benefits. My mother is applying for Medicaid and the policy's value is too high.  She needs to spend down the policy in order...

I own the home my parents live in and I gift to them a combined $26,000 each year. These funds are used to pay their health insurance supplement, long-term care policies, and living expenses. We are looking at moving them...

My mother has had financial issues for the past nine years. Over the course of that time, I have: loaned her money (that has yet to be repaid); provided for her room and board for a period of 18 months;...

If we pay our child's bills, is that the same thing as gifting her $14,000 [the current annual gift tax exclusion]? Do we have to fill out a form 709? What if only one parent paid the bills and it's...

If a person has two power of attorney (POA) forms dated at different times to two different people and neither has anything in it regarding voiding the prior POA, is the more recent one valid? Both were drawn up by an attorney. ...

A husband and wife sold their condo. The husband is a Medicaid recipient who moved into a nursing home a month before the sale. Can the husband transfer his share from the sale to his wife and still be eligible...

My father-in-law lives in Indiana and has contracted with a home care agency to provide daily home care. We learned yesterday that he gave $3,000 to one of the women who cares for him so that she could buy herself...

I received money from a lawsuit and have not transferred it to anyone else. I haven't saved receipts for what I have spent it on. Now I have to go into a nursing home. Will Medicaid penalize me through the...