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If you transfer assets within five years of applying for Medicaid, you will likely be subject to a period of ineligibility. There is an exception, however, if enforcing the penalty [...]

Do you want to use your IRA to help a charity, but also benefit your heirs? Instead of leaving your IRA directly to your children, you can leave it to a charitable remainder unitrust [...]

    With the holidays upon us, many people are making their lists and checking them twice for the best deals of the season. Technology is exponentially changing the way that consumers [...]

Annuities can be valuable retirement and longevity planning tools, but they are complex financial products that can be misused. 

Estate Planners Alert, 12/01/2015 IRS Relaxes Requirements for Tax-Favored ABLE Accounts for the Disabled In a notice, IRS has relaxed requirements set out in recently issued proposed regs that [...]