Questions & Answers

My mother is moving into assisted living. She had always said that my brother could have the money from the sale of antiques in the house. Is she allowed to gift the contents of the house, including the valuable antiques,...

• Categories:
• Medicaid Rules
• |
• Medicaid Planning

I have read that a Medicaid applicant won't be penalized for making transfers to a disabled child during the look-back period, but I would like to know if there is an age limit for the child. My mother has Alzheimer's...

• Categories:
• Medicaid Rules
• |
• Medicaid Planning

My mother is ill and requires long-term care, but hopes to return to her own home one day. My sister, who lives with my mother, is trying to put her name on my mother's house to protect herself if something...

• Category:
• Medicaid Planning

My dad currently lives in an adult family home. We spent down his retirement and savings to pay for the facility, and then he applied for Medicaid. The State of Washington denied him Medicaid benefits for being over the asset...

• Category:
• Medicaid Planning

I understand that it is a good idea to execute a new power of attorney document if an individual moves to a new state. But what if the person who signed the original POA is mentally incapacitated when the move...

• Category:
• Estate Planning

My mother deeded her house to my sister and me more than seven years ago, meaning that the transfer is no longer within Medicaid’s look-back period. My family moved into her home approximately four years ago to help her and try...

• Category:
• Medicaid Rules

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