ElderCounsel’s Director of Law & Technology shows you some of the new features in ElderDocx, like built-in scenarios, and discover some tips and tricks that maybe you didn’t know.
What’s New in ElderDocx (and Some Tips and Tricks)
MAPT: Use SSN or EIN?
Should the MAPT use the grantor's SSN or an EIN? Submitted by Brian Albee
Gifting Plus Annuity Example
Gifting Plus Annuity Example George has $150,000 in liquid assets and is about to enter a nursing home. The goal…
Life Estate and Remainder Interest Table
LIFE ESTATE AND REMAINDER INTEREST TABLE