Justin, I am listed as Payable on Death (or P.O.D.) on my mother’s bank account. However, the bank told me that this does not give me access to my mother’s funds until she passes away. What if I need to access the funds in her account to pay her medical bills or other expenses while she is still living? Would it be better for my mother to add me as a co-owner on all of her accounts?
Should My Mom Add Me To Her Accounts? Read More »
Justin, My father recently suffered a bad fall and is now receiving rehab from a local in-patient nursing and rehabilitation facility. If my father ends up needing to stay in the nursing home long-term, and he later applies for Medicaid, will he be allowed to keep his home?
Can I own my home and qualify for Medicaid assistance? Read More »
Justin, I read your column every week, and I feel like I’ve learned so much! Thank you! You keep saying that your law firm practices Elder Law. What exactly is Elder Law?
What is Elder Law? Read More »
Justin, I am an aging senior and I’m beginning to educate myself more on options for funding my future Long-Term Care and Medicaid. I have read that, when assessing financial eligibility, Medicaid will disregard the value of an applicant’s home. Does this mean that the home is protected from Medicaid?
Is the Home Protected from Medicaid? Read More »
Justin, my wife and I retired a few months ago. We are both in our sixties, in good health, and regularly travel to visit our children in Colorado and Florida. We have not set up a formal estate plan, and I feel we might not need to at this point in our lives.
I am married and our assets are jointly owned. Do we need an estate plan? Read More »
Justin, does my Revocable Living Trust really need to split into an A and B Trust, or a Marital Trust and Family Trust, at my death? This seems complicated for my family to deal with after I am gone.
Do I Need A and B Trusts? Read More »
Justin, My wife and I both have children from a prior marriage. When one of us dies, we want to make sure that the survivor is taken care of, but we also have property we consider separate. We want to make sure each of our separate property winds up with our own children when we’re both gone. Is there a way to do that
How do we plan in a second marriage? Read More »
On the third Monday of February each year, Americans celebrate a federal holiday commonly referred to as Presidents’ Day, but on the books, this holiday remains “Washington’s Birthday.” Our first president was actually born on February 22, 1732. He died on December 14, 1799, only four months after he completed his Last Will and Testament,
Life Lessons From Our First President Read More »
When we’re finalizing an estate plan, clients often ask, “Ok, is there anything else I need to do now?” Here’s a summary of a few key tips that you can do without a lawyer
Non-legal Tips for Estate Planning Read More »
Justin, my wife and I set up our estate plan when our kids were little to make sure they were taken care of in case something happened to us. Our kids now have kids, so it’s been a while since we did our plan. Do we need to re-do everything now?
Is my old plan still good? Read More »
Take some free reading material with you! One of these stories could hold the answers you’ve been looking for. You’ve got nothing to lose by grabbing a free copy.