Ask The Pros
Relevant answers to the most common questions about estate planning and elder law.
Tax Considerations
Taxes and Trust
Lindsey, I’m interested in a living trust, but everyone keeps telling me that a trust will make my income taxes go up. Is this true? …
Long-Term Care Planning
Can Mom Pay Me To Care For Her
Melissa, I am spending roughly 25 hours per week at my mother’s house caring for her, which means I am only able to work about …
Probate
Explain What Types of Trusts Are Out There
James, I was talking with a friend at church she and her husband just made a family Trust. Is that different from a living trust? …
Medicaid Benefits
Do We Have To Spend Down To Nothing?
Justin, Last month my mom admitted my dad to a nursing home. Medicare has been covering the charges so far, but she just got word …
Estate Planning
I Created a Trust—Now Am I Protected?
Justin, I recently worked with an attorney to create an estate plan centered on a trust. Can I relax? Am I protected now? – Tim …
Probate
How Can I Avoid Probate Court?
Justin, when you designate that an annuity or an IRA is to pay at death to a specific person rather than to a trust, is …
Long-Term Care Planning
We Didn’t Plan for This. Now What?
Justin, My husband is currently in rehab. When that’s over, we’re almost sure he won’t be able to come home – long-term care in a …
Estate Planning
What Do I Need Besides a Will?
Justin, When our children were young, my wife and I set up basic wills to make sure they were taken care of if anything happened …
Medicaid Benefits
Will Selling My Home Mess Up My Husband’s Medicaid?
Justin, About 18 months ago my husband was approved for nursing home Medicaid. I was allowed to keep my house. I’m considering a move to …
Medicaid Benefits
Do You Have to Be Broke to Get Help?
Justin, We just transferred my dad from in-patient rehab to long-term care in a nursing home. Medicare was paying for his rehab, but the first …
