Questions & Answers

If an individual lives in an assisted living facility in one state (Minnesota) and her spouse lives in another state (Wisconsin), can they apply for Medicaid? If so, how is it determined which state’s laws will apply?...

• Category:
• Medicaid Rules

My mother is 81 and was diagnosed with mild dementia. She has named my brother and me as co-agents under a durable power of attorney. I will be the one to move in with my mom as her dementia gets...

• Categories:
• Estate Planning
• |
• Medicaid Planning

I have two annuities. If my wife or I need to go into a nursing home, would we have to cash in the annuities to apply toward nursing home expenses? I have been told that, because the annuities are considered...

• Categories:
• Medicaid Planning
• |
• Medicaid Rules

My mother has been receiving Medicaid in a nursing home for four years. Now we want to bring her home (to her daughter's) for the remainder of her days. What is the disadvantage in doing so?...

• Categories:
• Medicaid Rules
• |
• Medicaid Planning

After my mother has been living in a nursing home for a year, the nursing home just asked me to provide receipts for how I spend my mother's $60 a month allotment from her Social Security check. They say it...

• Categories:
• Guardianship/Conservatorship
• |
• Medicaid Rules

A Medicaid lien was never removed from my father’s house after he returned home from a rehab/nursing home facility in N.Y. Now since his passing, in trying to sell the house the lien shows up. Anything we can do?...

• Category:
• Medicaid Rules

When they were working, my parents saved $50,000 for any major health expense they might have. Currently they live with me and only receive Social Security, which is not enough for them to live on their own. I would like...

• Category:
• Medicaid Planning

My mother-in-law has an IRA. She is applying for Medicaid and moving to an assisted living facility. My husband is permanently disabled, and I have read that it is okay to transfer assets to a disabled child. Can she liquidate...

• Category:
• Medicaid Planning

If a property appraisal was never obtained when a parent died (2016), how can we determine the cost basis in order to calculate the capital gains taxes? Four siblings inherited the home and plan to sell it.

• Categories:
• Senior Living
• |
• Estate Planning