@M-MTax wrote:
Except @user17524531726 appeared to be balking at a $450 charge for a consultation with a CPA. Do you suppose a consultation with an elder law attorney would be less expensive and any work beyond that would run less than $500-$1k (and up)? There are people out there with limited assets for whom the result is not worth the fees involved and they have to choose a less costly route and hope for the best outcome.
Two points in response.
1. Spending $5,000 on an attorney so that your children can inherit a $175,000 house, plus whatever other assets you might have (investments, etc.) is an investment with a 3500% payoff. Not my fault if that seems too extreme.
2. When I am at the edge of my own competency or beyond, I always try to recommend professional guidance. No one here has all the answers, even a "champ" who is an estate planning attorney doesn't know this person's situation and can't offer legal advice, only suggestions.
