Converting Traditional IRAs for Spousal Spend-Down
When a spouse enters a skilled nursing home—and may need Medicaid in the future—there are several well-known exempt assets. These include...
Planning After A Spouse Has Qualified For Medicaid
One of the biggest mistakes many couples make is assuming that once a spouse is qualified for Medicaid, their planning is complete. This...
Safely Transferring A Parent's Home To A Child Using the Caregiver Exception
Every day, millions of adult children finish the work day and go to their second job, taking care of a parent at home. These children...
Using Irrevocable Trusts To Protect Family Assets
For many families, real estate is the most important asset to pass on to children. Whether it is for sentimental value, present economic...
Annuity Dangers
Under certain circumstances, annuities can be a great planning tool for financial advisers (and even estate planners, in some cases)....
