MEDICAID BALANCING ACT

By Tim Barkley. November 2019. Susan sat across from the table and leafed through a manila file folder.  “What do you need to know?” “Well, to figure out whether and when Mom might qualify for Medicaid,” replied the lawyer, “we need to know what she owns and what...

FREE RIDE

By Tim Barkley. October 2019. 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...

GIVE IT AWAY

Give It Away. December 2018. By Timothy S. Barkley, Sr. 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 some of your investment real estate to the kids. Is that what...

TIS THE GIFT

By Tim Barkley. December 2015. The text message was from Susan: “How much can my fiancé’s mom give away in a year?” I called her back. Some things are best handled in person. “What’s up?” “Thanks for calling right back! My fiancé’s mom wants to give money to her kids...

FUNDING LONG-TERM CARE

By Tim Barkley. June 2014. Long-term care. Nursing homes. Adult daycare. Resented symbols of helplessness foisted on a generation of Americans who all their lives have prided themselves on self-sufficiency and independence. No one wants to think of herself helpless...