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Do We Have to Sell My Mother's House for the Tax-Assessed Value to Avoid a Medicaid Penalty?

We are in the in the process of trying to sell mom's home to help cover her nursing home expenses. Our realtor told us that because of the home's dated condition, we won't be able to get the tax-assessed value. If this is the case, will there be an issue with Medicaid when my mom's money runs out? We are under the impression that we need to sell for no less than the assessed value.

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It's Time to Reassess Your Medicare Choices

Are your Medicare plans still working for you? Medicare's open enrollment period, in which you can enroll in or switch plans, runs from October 15 to December 7.

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What Can I Do if My Father's Income Is Too High for Medicaid, But Too Low for Nursing Home Costs?

My father is in serious need of nursing home care. However, his pension income is too high for Medicaid, but too low for nursing home costs. Is there anything our family can do?

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Nursing Home Residents Win Back Right to Sue

In an unexpected move, the federal Centers for Medicare and Medicaid Services is forbidding nursing homes from entering into binding arbitration agreements with a resident or their representative before a dispute arises.  

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Can a Family Member Under a Personal Service Contract Receive Wages Through a Will?

I have questions about personal service contracts. 1.) Does the contracted person HAVE to draw the money? Can the contracted person keep the money where it is, not touch it, and avoid paying taxes on it? 2.) If there is money left over that was not allocated, what are the tax ramifications if the contracted person is an heir and is willed the remaining money?

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What Is a Life Estate?

A life estate often comes up in discussions of estate and Medicaid planning. It is a form of joint ownership that allows one person to remain in a house until his or her death, when it passes to the other owner.

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Will Momís Utility and Tax Payments on a House She Transferred Count as Gifts?

My mother turned her home and the farm over to me and my two brothers more than seven years ago, but she continued to pay the utilities and taxes on the property. She is now in a nursing home and will be applying for Medicaid within the year. Will the money she spent during the look-back period on taxes and home utilities have to be paid back or count as penalties for Medicaid?

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Life Insurance Can Still Play a Key Role As Part of an Estate Plan

Life insurance can be beneficial in replacing lost income for young families, but as people get older, it can also serve a purpose as part of an estate plan.

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