Answering Submitted Questions About Estate Planning

09/06/2022 12 min Temporada 3 Episodio 10
Answering Submitted Questions About Estate Planning

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Episode Synopsis

In this podcast episode, Attorney Megan Ingram and Long-Term Care Planner Tammy Zilske answer some questions that recent seminar attendees asked during the seminar. Among them are:- Differences between a healthcare Power of Attorney and a living will- Briefly explaining the five-year lookback as it relates to applying for Medicaid to pay for long-term care- The "four D's" as they relate to gifting- Differences in IRS gifting guidelines and Medicaid gifting rules- The filial support law- How often should legal documents be reviewed- Who should have copies of your living will- Where to keep legal documents- What is the "pink sheet" and a POLST- What is your parents refuse to make a Power of Attorney