Most Recent Articles

Does My Mom Need to Divorce Before Applying for Medicaid?

Mom is not divorced (they have been living apart for 12-plus years). Does she need to get divorced prior to Medicaid, or is it considered abandonment?...

Can I Opt Not to Move to Assisted Living With My Spouse?

My husband is in a nursing home and wants to go to assisted-living. He wants me to go with him, but I want to stay in my home. Do I have rights? How do I protect myself?...

What Happens When One Party on a Property Deed Has Dementia?

Can a property deed be signed over to someone else, if one of the parties listed on the original deed suffers from vascular dementia? If not, is there a statute of limitations, in order to contest this deed transfer?...

Inherited Retirement Accounts: Minimizing Tax Consequences

The SECURE Act changed how beneficiaries of inherited retirement accounts must withdraw these funds. Its passage made it more difficult for individuals to pass their retirement savings on to their heirs without tax liability.

How No Surprises Act May Help With Unexpected Medical Bills

The No Surprises Act protects seniors from unexpected charges and provides a much-needed safeguard for their medical expenses.

Can I Change Property in My Late Husband's Name to My Name?

My husband passed recently. We were married for 38 years at the time of his death. We live in Georgia. We have two small lots of property in Georgia separate from our home that were in his name only. How can...

Will We Have to Restart the 5-Year Medicaid Lookback Period?

My husband and I live in New York state and set up a life estate about 1 1/2 years ago. Our children are the beneficiaries of our home. If we wanted to sell the house and use the entire proceeds...

Does Mom Have to Put Her Property Back Into Her Name?

My mom has been on Medicaid for years now. She moved to a nursing home about a month ago. She did a quit claim deed on her property and signed it over about nine months prior to her going to the...

Am I Entitled to My Late Brother's Will and Other Documents?

I live in New Mexico; my brother in Pennsylvania. Am I entitled to copies of his will, his family trust, his annuities, his 401K, and his life insurance policies? I believe I am beneficiary on all the life insurance; I...