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 [...]
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 [...]