Medicaid – With “Gift & Annuity” You Don’t Have to Wait Five Years
Medicare and health insurance don’t pay for long-term nursing home care. Medicaid does, without any time limits or dollar caps. But For nursing home residents, impoverishment is the price of admission into the Medicaid program.
Four Provisions People Often Forget to Include in Their Estate Plan
Even if you've created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in a will or estate plan that can have
Stop: Don’t Designate Your Investments As “Transferable On Death”
After his wife died Frank, a retiree, updated his estate planning. His new will passed his estate in equal shares to his three children. Most of his assets consisted of investments managed in a brokerage
How Long Should I Hold on to Important Documents?
It is hard to know what documents to trash and when. Before you know it, your spare room, office, basement, or garage is overflowing with boxes of papers that all seem important. Trying to weed
The Powers and Responsibilities of Representative Payees
Do you have a friend or loved one who receives Social Security and is unable to manage her payments? If so, you can request that the Social Security Administration (SSA), the government agency that disburses
Is a Grantor Retained Annuity Trust Right For You?
What is a GRAT? Grantor Retained Annuity Trusts (GRATs) are a mechanism by which wealthier individuals and couples can transfer appreciating assets to their heirs and minimize gift or estate taxes. High-net-worth individuals and couples
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2017
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