The “death tax”, as it is lovingly referred to by many, is going up again. And by “up”, I mean that the exclusion amount that all Americans have at their disposal to avoid paying this tax is increasing. That is a good thing for taxpayers, although as I wrote about earlier this year in March, […]
Heads-Up – The Estate Tax and Gift Tax Exclusion Amounts Are Changing Read More »
Tax strategies and Medicaid planning goals often conflict. As an example, imagine a single person who requires nursing home care and their main asset is an individual retirement account (“IRA”). In order to qualify for Medicaid this person will need to liquidate the IRA because of the $2,000 asset limit to be eligible for Medicaid
New Option for Medicaid Qualification and Retirement Assets Read More »
Fill in the form below to reserve your spot today for each person attending. If you have any questions, please call the office at 616.392.1821.
