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• 1. J

     How to get live in help with money in funds?

     What is the name of your state (only U.S. law)? NY My widowed mom has a living trust and will not give up her home... she can stay in it as long as she wants. She may be in the need of home help in the near future. She has bank accounts and mutual funds that are joint. My name and her name. Is...

     • joelcoqui
     • Thread
     • Jan 18, 2013
     • Replies: 8
     • Forum: Elder Law, Powers of Attorney, Living Wills (Adva
  2. J

     co-op purchase with no income?

     What is the name of your state (only U.S. law)? ny What is the name of your state (only U.S. law)? NY My 79 yo mom has her home in her two daughters name but can live there as long as she wants. I forget what its called..a living trust? She has a SS income of $160 a month. She also has a mutual...

     • joelcoqui
     • Thread
     • Jan 18, 2013
     • Replies: 14
     • Forum: Condos and Co-Ops
  3. J

     How to protect all assets from Medicare

     What is the name of your state (only U.S. law)? New York My 78 yo mom has a living estate done 8 years ago in which her home was taken out of her name and in her two childrens name. She has plenty of bank money and tax free funds she needs to liquidate. She wants to gift to all her...

     • joelcoqui
     • Thread
     • Nov 8, 2011
     • Replies: 9
     • Forum: Elder Law, Powers of Attorney, Living Wills (Adva