When a married couple applies for Medicaid, the Medicaid agency must analyze the couple’s income and assets as of a particular date to determine eligibility. The date that the agency…
Given the current seller’s market and tax time right around the corner, I thought it would be helpful to bring back an article that I posted three years ago about…
Most couples have what I call “I Love You” Wills, which state that all of their assets pass to the surviving spouse. Moreover, many couples own all of their assets…
Many families mistakenly believe that receiving an inherited property is as simple as listening to a reading of the Will and then that property magically belongs to you and you…
FALSE FACT FRIDAY IS BACK! “If I Give My Assets Away, I Have to Live for At Least Five Years” Part of my estate planning practice includes asset protection planning.…
The federal government has expanded access to protections for spouses of reverse mortgage holders who are not named in the loan document, allowing more such spouses the ability to stay…
