December 27, 2011Gifting, Transfer of Assets Should I Transfer My Home to Kids if I Need Nursing Home Care? The correct answer depends on your unique family, health, and financial situation if you need Nursing Home Care. Tax consequences...
August 23, 2011Gifting Gifting, Real Estate, and the 5 Year Look Back Period Question: My 93 year old grandfather from North Carolina who is in good health moved in with my family 9...
July 12, 2011Gifting Assets, Medicaid, Short QA Medicaid 5 Year Look Back Period and Gifting Question: "We recently moved my 86 year old unmarried aunt from Rhode Island to Michigan to be near me, her...
June 17, 2011Gifting Assets, Long-Term Care Insurance Long Term Care Insurance and Gifting Assets to Children? Question: "My parents have a net worth of $1.5 Million. Is it unrealistic for them to gift most of their assets...
May 5, 2011Gifting Gifting a Home – Things to Consider Before Transfer Property Question: I’m an 85 year old female and in good health and live in my own house with my 60...
February 16, 2011Gifting Easy Come, Easy Go. Ways to Protect Your Legacy (lottery) Callie Rogers, age 16, won $3.1 million in a British lottery. By the age of 22, the unwed mother of...