Did the Medicaid law change in 2014 where the state no longer deals with small life insurance policies for a person on Medicaid?

The answer to this question likely depends on the date the life insurance policy was purchased. According to the WI Department of Health Services,...

I am sole beneficiary of trust. Trust company is merging with another. Wants me to sign consent form. What happens if I don't?

You should consult with your Trust Officer and ask them what happens if you do not sign the form. My guess is that if you refuse to sign the form...

Who has to sign when selling a home that is in a life estate??

If your names are on the deed as life tenants, and your sons name is on the deed currently, then it is likely you would all need to sign the deed...

II have two children receiving survivor benefits. One turns 18 soon. Does his portion then go to the younger?

The answer to this question will likely depend on the terms of the retirement program under which they are receiving the benefits. Try contacting...

Are investments left for surviving children as the beneficiary's considered an asset?

It depends on if the refund check is the only asset of the estate. If it is, and the amount of the refund is below $50,000, then is is possible you...

Is there a way to have someone's life estate removed? If so, must I as the remainerperson pay them their financial share?

I agree with the Attorney Krueger that a life estate, in general, does not require someone to spend a 12 month period at the property, unless the...

Can a husband collect an IRA from his deceased wife if she was under state medical assistance without the state taking it?

There are many specific facts and dates that must be discovered and considered to answer this question accurately and it is beyond the scope of the...

Selected as the best answer

You should consult with a local estate planning attorney about the options for your estate. Given these facts, it sounds like your interest in the...

Quitclaim deed in Wisconsin

It depends on how you and your siblings are listed on the deed. If you are all listed as joint tenants with rights of survivorship, then the...

What are steps to be followed by trustee when primary beneficiary of irrevocable trust dies?

The steps to follow will be dictated by the terms of the Trust Agreement itself. If the primary beneficiary has died, then the Trust Agreement...