Can an annuity, which has a beneficiary named, be included in a Will? Does it supercede a named beneficiary?

An annuity with a beneficiary designation is not a probate asset and therefore the Will would not have an impact on the distribution.

I am 65 with Parkinson's with poor judgement. How do I transfer all my assets,farm, 401k, cars to my wife so I don't squander?

The cost of doing something to protect your assets is going to be cheaper than the cost of doing nothing. The question is what is the best...

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Transitionary period into a nursing home.

The answer is it depends. Not all cases are the same. A person can use funds to privately pay until all the assets are gone, or they can convert...

I need to spend down to qualify for medicaid. Can I pay my lawyer grandson all of my money except $2000 to do my legal work?

There are two issue that need to be addressed. First is the value of the legal services your grandson is providing. While $7,500 may not be an...

How do I spend-down and still pay for expenses pending approval for medicaid?

While I do not practice in AZ, I think you will find that benefits will relate back to the date of eligibility and application. Depending upon...

Our Dad is presently in a nursing home. If Dad passes what can we do to protect home from Medicaid recovery?

At this point your options may be limited, but you should still take the time to consult with an elder law attorney experienced with the rules...

In search of some of the types of assistance to fund nursing home for elderly grandmother who is 91, blind & has severe dementia

You have raised a lot of different issues that would require a closer examination to sort out, but depending upon how they are handled she may very...

Can Medicaid take a husbands social security to pay for the care of a facility of his wife?

Under federal law the community spouse is entitled to a portion of the institutionalized spouses income, including soc. sec. to bring the community...

Do I need to do a spend-down or is there another option? If I need to do a spend what way is best?

Medicaid planning is not one size fits all. Just as the facts surrounding every person life and financial situation are different, so to are the...