A simple way to avoid probate is to give away property during your lifetime. But there can be consequences because you lose control and cannot recover the item, cash or property just by asking. The new owner has to agree…
Not necessarily. Medicare due to its privacy notice has its own form they want completed. A competent person can complete the form called 1-800-MEDICARE AUTHORIZATION to Disclose Personal Health Information. This allows the named agent to talk with Medicare, research,…
Q. My Mother just inherited $60,000. She owns her own home and has a modest income. She has few other assets. She had a stroke and now requires help to oversee her medicine, prepare meals and she no longer drives.…
Q. My elderly father is often confused and agitated. I am concerned because he has loaded guns in the house. What can I do? A. Short of bringing a protective or guardianship action, I suggest you consider addressing the matter…
Q. Can I pass my retirement assets by will? A. Maybe, but are you sure you want to? If you are talking about a pension probably not because it is governed by a contract and very likely federal laws. Distribution…
My father named my mother, then me as his attorney-in-facts in a financial power of attorney. Both my parents are now in care facilities and not competent. Am I automatically in charge or does something more need to be done?…
What is a life estate deed? The short answer is a life estate deed separates ownership of real property between two different parties. Often, but not always, the parties are the parents or one parent, and a child or more…
Things are changing for my parents and I feel I need to address early care and monetary issues with my siblings when they visit from out of state at Christmas. How do I begin? I am a big advocate for…
How can one pre-plan for long term care? There is an old Chinese saying that the best time to plant a tree for shade is 20 years ago. The second best time is now. There are two kinds of planning…
I got a lot of phone calls about long term care planning after an article on Medicaid planning I ran a month or so ago. There were common areas of concern from spouses, parents and children caring for loved ones…
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