July, 2018 | The Beliveau Law Group - Attorneys at Law

Three reasons why giving your house to your kids isn’t the best way to protect it from Medicaid

Are you afraid of losing your home if you have to enter a nursing home and apply for Medicaid? While this fear is well-founded, transferring the home to your children is usually not the best way to protect it. Although a home generally does not have to be sold in order to qualify for Medicaid coverage of nursing home care, the state could file a claim against the house after you die. If you get help from

How can I obtain power of attorney over my sister that is unable to sign?

ADDITIONAL INFORMATION: My sister is in a nursing home at the age of 41 she has liver damage and has dementia and she can not make decisions on her own anymore and can not take care of herself. I have been helping her and making decisions for her but need power of attorney to make every decision and to be able to help her more

What should I do about a verbal agreement and one witness?

ADDITIONAL INFORMATION: My mother passed away. Before she passed, she had a talk with my step-dad and her kids separately. She stated to me and my brother that she and my step-dad had talked about what she wanted to do with her money. She was leaving her s.s., pension and 401k to her kids. She also stated that my step-dad agreed to giving us everything and that he stated to her didn’t want any of the

Can the executor of someone’s estate help them change their will?

ADDITIONAL INFORMATION: It is my uncles will. My mother is his sister. Initially my uncle put me and my 2 sisters on his will to inherit everything. Recently he has become very ill and we found out we were removed and now everything will go to my mother. We have suspicion that she did this without asking him. So is it possible for her to do that? Someone who is in charge of the will to

My Aunt died she lived alone, had no life insurance and no will–she has an x husband and step children who acts as executor?

ADDITIONAL INFORMATION: I am the nephew, and live closest to where my aunt lived, but was told that the step children will have to decide her estate–The hospital and her landlord call my house what should I do if her step children and ex husband do not respond?

My ex is refusing to give me ss# so I can put my boys in my will?

ADDITIONAL INFORMATION: I now have a living will and have requested at least 5 times to my ex wife’s attorney my boys ss# I am not allowed to talk to my ex and still have not gotten them what can I do?

Can a term life insurance policy be active if payment on premiums stopped 4 years ago?

ADDITIONAL INFORMATION: My ex-husband passed away and our kids are the beneficiaries of his term life insurance. When I called to file the claim I was told that his policy was active. I was sent the paperwork and all of a sudden several months later, the company says that “after further investigation” they’ve found out that payments stopped several years ago. And there is a small cash value to the policy which is what kept it

For Massachusetts, NOT FEDERAL, Estate Tax: Does a gift of 100,000 need to be added back into my dad’s estate to calculate tax?

ADDITIONAL INFORMATION: Dad’s estate is 1,400,000 and he died single. A year before his death he gave me $100,000. Do I use 1,400,000 or add the $100,000 for $1,500,000 when completing the MASSACHUSETTS ESTATE TAX RETURN? I am worried about some three year rule I read about> That is, the gift to me of 100,000 occurred within 3 years of his death

Useful Online Productivity and Security Tools

Here are several popular free or inexpensive online tools that can help manage and protect your online activities. They range from password management tools to security protection services. Password Managers A decade-old study by Microsoft estimates that the average person memorizes about six passwords and reuses them over and over. Today most people use dozens if not hundreds of online sites that require passwords. You put your security at risk if you are still using a

Elements of a Good Business Partnership

Like a bundle of sticks, good business partners support each other and are less likely to crack under strain together than on their own. In fact, companies with multiple owners have a stronger chance of surviving their first five years than sole proprietorships, according to U.S. Small Business Administration data. Yet sole proprietorships are more common than partnerships, making up more than 70 percent of all businesses. That’s because while good partnerships are strong, they can

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Beliveau Law Group

July 2018