Gifting Plus Annuity Example
George has $150,000 in liquid assets and is about to enter a nursing home. The goal is to get him qualified for Medicaid as soon as possible.
Gifting Plus Annuity Example
Secure Act Provisions
Retirement‐account accumulation‐trust provisions after the Secure Act Section 1.01 Beneficiaries of Retirement-Account Proceeds This Section governs the distribution of retirement-account…
Why Restrict Agents from Making Gifts to Themselves?
Why Restrict Agents from Making Gifts to Themselves? If agents are authorized to make gifts to themselves, then the question…
Same-Gender Planning in ElderDocx
A short overview of the new options in ElderDocx for same-gender planning, including same-gender spouses and unmarried domestic partners who…