GIVE IT ALL AWAY!

GIVE IT ALL AWAY!

By Tim Barkley. May 2014. Mom and Susan flanked the lawyer, who addressed Mom: “If I recall correctly, Susan and I had discussed making sure you qualify for Medicaid by giving investments to the kids. Is that what you want to talk about?” Susan assented, “Mom and I talked, and she agreed that the nursing home shouldn’t have everything. She said she and Dad had worked hard to get what they have, and she wants it to go to us kids.” The...

Read More

FREE RIDE

FREE RIDE

By Tim Barkley. March 2014. Susan caught the lawyer by his elbow in the restaurant. “I thought that was you. Can I ask you a question?” “Sure,” he replied, “what’s on your mind?” “I was talking to a friend who told me that we should put Mom’s houses and money in a trust so that a nursing home won’t take everything.” “Here’s the scoop,” the lawyer told her....

Read More