Here is another featured question from the ElderCareMatters website. It deals with Medicaid qualification.
Posts Tagged: Kauai
My parents moved from Missouri to Georgia; do they need new estate planning documents, and does the fact that my father has Alzheimer’s make a difference?
Another ask the expert question featured at www.eldercarematters.com. This one deals with the portability of estate planning documents and capacity to sign documents.
Do I have to redo my Florida pourover Will and trust when I move to New York?
Here is another featured question and answer published at www.eldercarematters.com. It relates to the portability of estate plans and the need to keep them up to date.
Do you recommend life estates or irrevocable trusts for Medicaid planning purposes?
Here is another of the “ask the expert” questions featured at www.eldercarematters.com.
Who can be named guardian for my wife who has dementia?
I was honored by being named the featured elder care expert of the week on the national website, ElderCareMatters.com. Each day, I will be answering questions posed by people from across the U.S. Here is the first question and my answer.
Are the proceeds from a reverse mortgage viewed as “countable asset” by Medicaid when making application?
This is another of the featured questions I authored for www.eldercarematters.com. I was given the honor of being named their inaugural national elder care expert of the week.
Roth IRAs offer powerful planning opportunities
Roth IRAs offer some great planning opportunities, largely centered around the fact that they do not entail “required minimum distributions.”
Internet-Drafted Estate Plans Don’t Save Money in the Long Run
Doing it yourself is fine if you know what you’re doing.
The Latest Long-Term Care Snafu
Long-Term Care planning can be both daunting and difficult. There are many traps for the unwary, but there are also some very good resources available to assist in the process of choosing the right approach.
WSJ Article on IRA Charitable Rollovers
Here’s the Wall Street Journal’s perspective on the current opportunity for making charitable gifts of the required minimum distributions of your IRA.