February 24, 2019

Can a Medicaid Recipient Keep Secondary Insurance?

Question: Where do I go to find something about retaining secondary health insurance while a…

Posted in: Elder Law Answers
Transfer IRA assets
February 24, 2019

Can a Mother Transfer Her IRA to Her Disabled Son Before She Applies for Medicaid?

Question: My mother-in-law has an IRA. She is applying for Medicaid and moving to an…

Posted in: Elder Law Answers
February 24, 2019

Are Payments to Third Parties Subject to the Five-Year Look-Back Period When Applying for Medicaid?

Question: Are payments to third parties subject to Medicaid’s five-year look-back rule? If I purchase…

Posted in: Elder Law Answers
annuity
February 24, 2019

Do I Need to Cash In My Annuities if I Go Into a Nursing Home?

Question: I have two annuities. If my wife or I need to go into a…

Posted in: Elder Law Answers
mail from IRS
February 14, 2019

How Do I Get Medicaid to Stop Sending Estate Recovery Notices When There Is Nothing to Recover?

Question:  My mother passed away with no assets — no house, no life insurance, no savings,…

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estate tax
February 14, 2019

Pay Attention to Your State Estate Tax Exemption

While the 2017 federal tax cut means most estates won’t be subject to the federal…

Posted in: Elder Law Answers
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