Common Medicaid Planning Mistakes Families Make
Medicaid planning is complex, and mistakes can lead to serious financial consequences.
31
Mar
Tag Archives: estate planning
31
Mar
How Trusts Can Own Businesses (And Why That Matters)
Many people don’t realize that a trust can own a business.
31
Mar
How to Get a Step-Up in Basis: Reduce Capital Gains Taxes for Your Heirs
If you’ve built wealth over time—real estate, investments, a business—there’s one estate planning concept that ca...
30
Mar
What Is a See-Through Trust? How to Protect IRA and 401(k) Inheritances
Most people have never heard of “see-through provisions” in a trust.
29
Mar
Does Pennsylvania Medicaid Pay for Assisted Living?
Many families are surprised to learn that Medicaid coverage for assisted living is different from nursing home co...
29
Mar
What is “Decanting” a Trust and Is it Used?
Most people think once a trust is created… that’s it.
Locked. Final...
28
Mar
Do You Need a Trust for Your Pet? (Yes, Even a Tortoise That Lives 100 Years)
I used to think trusts were something reserved for ultra-wealthy families with vacation homes in three states, a ...
28
Mar
What Is a Medicaid Asset Protection Trust?
A Medicaid Asset Protection Trust is an estate planning tool sometimes used to protect assets while planning for ...
27
Mar
How Much Money Can You Keep If Your Spouse Goes Into a Nursing Home?
When one spouse enters a nursing home, the other spouse often worries about losing their financial security.
27
Mar
How to Reduce Taxes for Your Heirs: Smart Estate Planning Strategies
Everyone wants to leave something behind for their family.
Fewer pe...
