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Did the deceased husband have a will? If he owned house B, where your friend lives now, did he leave it to her in the will?
If no will, your state has rules concerning who would inherit assets. Was the deceased husband’s estate never settled or gone through probate? Somebody besides the dead MIL and deceased husband has to own the house now unless the estate is still being settled.
It’s quite shocking that no wills/plans were made for the future by these folks with a complicated real estate situation and a disabled adult child. Now your friend is left high and dry and has no backbone to protect herself.
If she won’t even get advice from an knowledgable lawyer, you can’t do much (besides not giving her money). Cheating and committing fraud to get Medicaid is a very, very bad idea. The learning disabled adult child sounds like the most responsible member of the family.
Last edited by shamrock4; 02-06-2024 at 08:28 PM..
Did the deceased husband have a will? If he owned house B, where your friend lives now, did he leave it to her in the will?
If no will, your state has rules concerning who would inherit assets. Was the deceased husband’s estate never settled or gone through probate? Somebody besides the dead MIL and deceased husband has to own the house now unless the estate is still being settled.
It’s quite shocking that no wills/plans were made for the future by these folks with a complicated real estate situation and a disabled adult child. Now your friend is left high and dry and has no backbone to protect herself.
If she won’t even get advice from an knowledgable lawyer, you can’t do much (besides not giving her money). Cheating and committing fraud to get Medicaid is a very, very bad idea. The learning disabled adult child sounds like the most responsible member of the family.
No, no will.
She had no idea the MIL's house had been deeded to her husband alone (in fact, I'm the one who looked it up and showed her) and doesn't seem to know or care what will happen to it now. She has "a room" in what is now considered Child 2's house. She's not planning on going through probate. I assume she, as the spouse, will inherit it unless the husband, also unbeknowst to her, arranged to have just Child 2 inherit it. I'm watching the PVA site to see if this happens.
She's also not computer-literate.
Is it true that the mortgage, which my friend and her husband were previously paying and now Child 2 is paying, could still be in the now-long-deceased MIL's name? That seems strange, since the husband technically owned the house.
She doesn't even have the money to go out to lunch now, but no; I'm not giving her any.
Having learned the hard way, my advice is to back off. Be her friend, not her financial advisor.
Not your circus, not your monkeys.
I agree. I'm still interested in the situation and its outcome. And if I get wind that she's applying for Medicaid and possibly not disclosing House A, I'll probably do something about it.
Meh. Unless you are self-employed or work on commission pretty much everyone's income is "fixed" at a given moment.
I never understood the term "fixed income" for retirees.
I would say when I was working my income was more fixed. I already worked a lot of hours, so getting a 2nd job wasn't really feasible.
In retirement I can always go get a job if I want to increase our income.
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