Does a person have to pay medicad back if its only retirementmoney that was left to me by my deceasedwife?
Matthew's answer
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Answered on November 10, 2024
Iowa Estate Recovery can recover from the assets an applicant owns when they pass away. This would include an inherited IRA from your spouse...
Can my mom gift me (57 y/o disabled daughter) her annuity before going into a nursing without penalty to medicaid?
Matthew's answer
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Answered on March 24, 2021
Generally there is a 5 year look back period on asset transfers when trying to become eligible for Medicaid. One major exception to this transfer...
How do I find out what is owed to Medicaid after a parent passes
Matthew's answer
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Answered on August 18, 2020
Iowa Estate Recovery should be notified about your mother's passing. Once notified, Iowa Estate Recovery will send out a worksheet identifying how...
How do I, as POA, for an elderly sister (lives in assisted living facility) change the executor of her estate?
Matthew's answer
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Answered on July 20, 2020
Your sister is the person that needs to change her own estate plan. Any changes need to be her wishes and hers alone. I recommend she call an...
Archived
The executor physically has my inheritance check and will not give it to me. What can I do?
Matthew's answer
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Answered on December 29, 2019
If you feel your interests as a beneficiary are not being met I would recommend hiring counsel. Generally there will be an opportunity to address...
I’m a widow with one adult child. Do I need a will?
Matthew's answer
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Answered on December 23, 2019
As Erik pointed out, unless you have your niece or nephew listed as a joint owner, POD designee, TOD designee or beneficiary on something, nothing...
Archived
I am on Medicaid and social security disability. Can I keep the profit from selling my house and still keep these?
Matthew's answer
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Answered on December 06, 2019
More than likely you will be bumped off the Medicaid program until you reinvest that money back into another exempt asset like a different house. ...
Archived
How long should it take for a will to be honored??
Matthew's answer
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Answered on November 24, 2019
Has a probate estate been opened up? You as a beneficiary should be receiving probate paperwork. As Attorney Fisk mentioned, the probate process...
Archived
I was left my mom’s condo, my brother will not sign paper to transfer deed, he wants 3,000 given to him. He is the executor also
Matthew's answer
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Answered on November 05, 2019
It would be my recommendation to hire counsel of your own so you are being represented in the probate estate.
Archived
Can a child with both financial and health POA because of father’s dementia go against his father’s spouse and move him away?
Matthew's answer
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Answered on October 17, 2019
From your question, it appears the stepson is now the substitute financial and healthcare decision maker. If the mother is concerned about the...
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