Common Questions Regarding Your Plan [Episode 84]
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Attorney-CPA Joe Cordell and co-host Susan Arthur answer listener questions, regarding issues that those facing the aging process would find helpful. These questions answer topics surrounding protecting assets, when you are attempting to qualify for Medicaid, whether payments to third-parties are subject to the five-year look-back rule of Medicaid, whether or not writing the wrong address or wrong last name on a Power of Attorney document requires getting a new one, how competency can play a factor in determining whether or not someone is fit to live on their own, utilizing the legal maneuvering involved in creating a new Power of Attorney, in order to override the decision-making of someone named in the original one, the time that it takes to settle an estate, and so much more.
Joe and Susan discuss what the best way is to give money to your grandchildren, what a 529 plan is, the benefits of a trust, and how insurance policies can affect qualifying for Medicaid.
