Estate Planning Blog

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Dec 03, 2017

Trump - GOP Tax Plan

I think this is the first time I've ever posted about politics here. I just think I should post this so people know what is really happening regarding

Continue reading "Trump - GOP Tax Plan"

Nov 22, 2017

Medicaid is taking my daughters inheritance,house left to her by her grandmother in the State of Florida

My mother left her house to my daughter.Medicaid put a lien on the property.We were never told about the Medicaid recovery program. When she apply for

Continue reading "Medicaid is taking my daughters inheritance,house left to her by her grandmother in the State of Florida"

Sep 11, 2017

Fire Insurance loss proceeds and medicaid

We were recently victims of a tragic firestorm back on November 28th, 2016 and lost everything. We are receiving the proceeds of our homeowners insurance.

Continue reading "Fire Insurance loss proceeds and medicaid"

Sep 11, 2017

Medicaid Eligibility and the Homestead

Our father recently passed and our mother is in Medicaid-funded nursing care (Florida) The home was left to our mother but it's in dire need of repair

Continue reading "Medicaid Eligibility and the Homestead"

Aug 05, 2017


How do I find out Louisiana's statute of limitations regarding estate recovery? My father was a recipient of medicaid in the nursing home. He passed away

Continue reading "Thestutes"

Jul 23, 2017

Short sell

My mom is in a nursing home on Medicaid we want to get ride of the house can we short sell it or is it illegal

Continue reading "Short sell"

Jul 23, 2017

Can Medicaid come after me if I sell my dad's house less then it is worth!?

I am POA and found a nice person interested in my fathers home. He just got placed in a nursing home long term. My question is will medicaid come after

Continue reading "Can Medicaid come after me if I sell my dad's house less then it is worth!?"

Jul 23, 2017

life insurance for parents of medicaid recipient children

Can a young couple with 2 children receiving medicaid benefits for their kids get a whole life insurance for themselves without affecting the medicaid

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May 26, 2017


My Aunt received life insurance proceeds of $7,500 and is on SSI, living on her own at home, and is on Medicaid and Medicare but has not cashed the check.

Continue reading "T.P.Vassallo"

Mar 08, 2017

Medicaid seeking to recover the house that has been sold.

I'm looking down the road. I am still making payments on a house that my wife and I bought seven years ago. My wife recently passed away So, here I am

Continue reading "Medicaid seeking to recover the house that has been sold."

Jan 25, 2017


My mother has been on Medicaid for several years as a third insurance: primary Medicare, secondary Blue Cross, third Medicaid. Her medicaid benefits are

Continue reading "son"

Jan 22, 2017



Continue reading "KAREN HIRSCH"

Jan 22, 2017

Summer Isaacs Zeller

First and foremost, I would like to ask how many times must one person pay into Government programs?? You pay into many programs with your taxes. Many

Continue reading "Summer Isaacs Zeller"

Jan 22, 2017

Need to sale my house but on medicaid

If I've been on medicaid since 2000 and, and can no longer keep it up, can I take and build onto my daughter house for me and her help taking care of me

Continue reading "Need to sale my house but on medicaid"

Jul 13, 2016

Making the Case for Life Insurance

No one really wants to think about the time of their demise, but one thing is certain. No one gets out of life alive. Therefore, those who have a family

Continue reading "Making the Case for Life Insurance"

Jun 18, 2016

Proceeds of Sale??Half equity interest

My Mother and I bought a house jointly in1988. She has been in a nursing home for six years on Medicaid. The house has been empty for six years. The

Continue reading "Proceeds of Sale??Half equity interest"

May 10, 2016

Cost of deceased home

Can Medicaid dictate what the sale price of a deceased persons home? She (deceased) has a Medicaid Lien on her home and being told that she (administratrix)

Continue reading "Cost of deceased home"

Apr 02, 2016


What is the Statue of Limitations (time limit) that the Pennsylvania DPW can come after my mother's annuity? She has been deceased for over four years

Continue reading "Son"

Feb 29, 2016

son and daughter-in-law of dad

my husbands dad is in a nursing home. his house has been sold. his dad holds the mortgage on our house that was purchased in 2004 with the agreement we

Continue reading "son and daughter-in-law of dad "

Feb 29, 2016

What if not in a nursing home?

I receive SSDI SSI and receive medicare and medicaid. My wife is about to receive a beneficiary payout from her mothers life insurance policy. We live

Continue reading "What if not in a nursing home?"

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--by Beth Heikkinen
Marquette, Michigan
I just want to thank you for this site. It answered my questions. I think many people that do research on the net take it for granted and when they find what they are looking for they forget "someone put time, money, etc into providing me with this information."

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