January 24, 2012Medi-Cal Medi-Cal, Gifting, and VA Planning for Aid & Attendance Question: Would you please provide me with some information re: gifting as it relates to VA planning for Aid &...
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 4, 2011Estate Planning, Short QA Estate Planning and Incapacity – How To Protect the Event Question: What provisions in a will or revocable trust are appropriate for a child or parent who is unable to...
June 23, 2010Medicaid, Medicaid Look Back Period, Short QA Pay for Grandchild Tuition “Gifting” in Medicaids Look Back Period? "If a grandparent pays tuition for a grandchild is that considered “gifting” and included in the look back period for...
July 29, 2009Estate Planning, Transfer of Assets Estate Plan Tools to Transfer Assets After Death Estate planning helps ensure your assets go to your desired beneficiaries after you pass away. This article describes the tools,...