Gifts are assets that are fully, or partially (typically real estate) transferred out of your name into someone else’s name. Clients come to me and explain that they want to give their assets away… Read More »
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Gifts are assets that are fully, or partially (typically real estate) transferred out of your name into someone else’s name. Clients come to me and explain that they want to give their assets away… Read More »
My asset protection team and I often meet with clients who have a spouse or parent who requires at-home caregiving services, or who resides in a skilled care nursing facility or assisted living facility.… Read More »
People of all ages are living together and not getting formally married; many times because of 2nd or subsequent marriages with children from previous relationships. Most people think Indiana allows common law marriages, when a couple who has lived together a… Read More »
When I meet clients and gather all the information regarding their health, assets, income, and family dynamics; one question I always ask is about the current and anticipated health of their future heirs of their estate.… Read More »
Generally, Medicaid recipients who receive at-home, assisted living, or nursing home coverage have income limits, asset limits, and are restricted on the amount they can gift and transfer. Benefits and coverage can be lost, delayed, or discontinued, under some circumstances.… Read More »