Does an Executor Have to Provide All the Bank Statements?
As executor of an estate, do I have to supply all beneficiaries with the final tax return and all the bank statements?
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Ask a QuestionAs executor of an estate, do I have to supply all beneficiaries with the final tax return and all the bank statements?
See the AnswerIf property was gifted from a Medicaid applicant within the five-year lookback period, who is responsible for paying during the penalty/denial period? My dad is in a nursing home now, but gifted me 5 acres of land last year. My sister is power of attorney, but I know my dad has limited funds until he will have to apply...
See the AnswerAs a beneficiary of my parents' assets, is the courthouse required to provide me with a copy of my parents' will?
See the AnswerMy mother resides in Florida in a nursing home, and I want to move her to a nursing home in Indiana. I cannot care for her at home and there is no other family to help. How do I transfer my mother's Medicaid without interrupting her nursing home coverage?
See the AnswerCan Mom fire her durable power of attorney?
See the AnswerMy mother and stepfather originally formed a trust together, and the assets were to be divided evenly between my two stepbrothers and myself. My stepbrothers have died. My stepfather changed the trust, apparently without informing me or my mother of what he changed. When I was in town to help her, she didn't remember a...
See the AnswerCan a medically disabled person be a medical power of attorney (POA) for an elderly family member?
See the AnswerI have a power of attorney (POA) for my mother (she is 90 years old with dementia) who lives with me and my wife in Texas. She has gone to visit my sister in California, and my sister wants her money. Can my sister have the POA rewritten to have her designated as POA and revoke my POA? My mother has not been declared i...
See the AnswerWhat happens if my elderly mother insists on staying in her own home by herself, against the doctor's advice? If I am her agent with health care power of attorney and I allow her to do as she wishes, can I be held responsible for anything that may happen to her as a result?
See the AnswerI'm interested in buying a property at a foreclosure. I'm told the owner of the home is in a nursing home. There is currently no lien on the house. Would I be in danger of an estate recovery office seeking to recover funds anytime after a potential purchase? If so, is there any time limit on these actions?
See the AnswerFind basic articles that clearly explain essential topics in the field of elder law, like Medicaid, Medicare, estate planning, and Social Security.
Learn More About EldercareAdopting a pet, especially a dog or a cat, offers benefits such as constant companionship and unconditional love. For older adults, the benefits of a senior pet can be even greater.
Read moreThe bipartisan Well-Being Insurance for Seniors to be at Home (WISH) Act aims to establish a federal long-term care insurance trust fund.
Read moreDownload one or more of our in-depth guides on elder law topics.
Get your GuideEvery state's Medicaid program is unique. We have collected the key eligibility rules for all 50 states and the District of Columbia.
Find Medicaid informationMedicaid, a vital program providing health care for low-income individuals, is facing potential funding cuts that could significantly affect older adults and people with disabilities.
Read moreThe latest annual cost of care survey by Genworth and CareScout offers insight into the cost trends of long-term care in the United States.
Read moreIn addition to nursing home care, Medicaid may cover home care and some care in an assisted living facility. Coverage in your state may depend on waivers of federal rules.
READ MORETo be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.
READ MORESpouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.
READ MOREIn addition to nursing home care, Medicaid may cover home care and some care in an assisted living facility. Coverage in your state may depend on waivers of federal rules.
READ MORETo be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.
READ MORESpouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.
READ MORECareful planning for potentially devastating long-term care costs can help protect your estate, whether for your spouse or for your children.
READ MOREIf steps aren't taken to protect the Medicaid recipient's house from the state’s attempts to recover benefits paid, the house may need to be sold.
READ MOREThere are ways to handle excess income or assets and still qualify for Medicaid long-term care, and programs that deliver care at home rather than in a nursing home.
READ MORECareful planning for potentially devastating long-term care costs can help protect your estate, whether for your spouse or for your children.
READ MOREIf steps aren't taken to protect the Medicaid recipient's house from the state’s attempts to recover benefits paid, the house may need to be sold.
READ MOREThere are ways to handle excess income or assets and still qualify for Medicaid long-term care, and programs that deliver care at home rather than in a nursing home.
READ MOREMost states have laws on the books making adult children responsible if their parents can't afford to take care of themselves.
READ MOREApplying for Medicaid is a highly technical and complex process, and bad advice can actually make it more difficult to qualify for benefits.
READ MOREMedicare's coverage of nursing home care is quite limited. For those who can afford it and who can qualify for coverage, long-term care insurance is the best alternative to Medicaid.
READ MOREMost states have laws on the books making adult children responsible if their parents can't afford to take care of themselves.
READ MOREApplying for Medicaid is a highly technical and complex process, and bad advice can actually make it more difficult to qualify for benefits.
READ MOREMedicare's coverage of nursing home care is quite limited. For those who can afford it and who can qualify for coverage, long-term care insurance is the best alternative to Medicaid.
READ MOREDistinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.
READ MORELearn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.
READ MOREUnderstand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.
READ MOREWe need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.
READ MOREDistinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.
READ MORELearn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.
READ MOREUnderstand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.
READ MOREWe need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.
READ MOREUnderstand the ins and outs of insurance to cover the high cost of nursing home care, including when to buy it, how much to buy, and which spouse should get the coverage.
READ MORELearn who qualifies for Medicare, what the program covers, all about Medicare Advantage, and how to supplement Medicare’s coverage.
READ MOREWe explain the five phases of retirement planning, the difference between a 401(k) and an IRA, types of investments, asset diversification, the required minimum distribution rules, and more.
READ MOREFind out how to choose a nursing home or assisted living facility, when to fight a discharge, the rights of nursing home residents, all about reverse mortgages, and more.
READ MOREUnderstand the ins and outs of insurance to cover the high cost of nursing home care, including when to buy it, how much to buy, and which spouse should get the coverage.
READ MOREWe explain the five phases of retirement planning, the difference between a 401(k) and an IRA, types of investments, asset diversification, the required minimum distribution rules, and more.
READ MOREFind out how to choose a nursing home or assisted living facility, when to fight a discharge, the rights of nursing home residents, all about reverse mortgages, and more.
READ MOREGet a solid grounding in Social Security, including who is eligible, how to apply, spousal benefits, the taxation of benefits, how work affects payments, and SSDI and SSI.
READ MORELearn how a special needs trust can preserve assets for a person with disabilities without jeopardizing Medicaid and SSI, and how to plan for when caregivers are gone.
READ MOREExplore benefits for older veterans, including the VA’s disability pension benefit, aid and attendance, and long-term care coverage for veterans and surviving spouses.
READ MOREGet a solid grounding in Social Security, including who is eligible, how to apply, spousal benefits, the taxation of benefits, how work affects payments, and SSDI and SSI.
READ MORELearn how a special needs trust can preserve assets for a person with disabilities without jeopardizing Medicaid and SSI, and how to plan for when caregivers are gone.
READ MOREExplore benefits for older veterans, including the VA’s disability pension benefit, aid and attendance, and long-term care coverage for veterans and surviving spouses.
READ MORE