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Medicaid Planning Articles

Exchange an Old Annuity or Life Insurance for Long-Term Care Insurance

A new law makes the purchase of products that combine annuities or insurance policies with long-term care insurance more attractiv...

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Web Site Combats Annuity Sales Abuses

An article in the Wall Street Journal in 2002 described a training session at "Annuity University," which bil...

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10 Reasons to Create an Estate Plan Now

Many people think that estate plans may be for someone else, but certainly not them.

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Next Steps: A Practical Guide to Planning for the Best Half of Your Life

The authors of a nationally syndicated newspaper column on elder law have written a book based on decades of experience helping people both on the page and in the elder law office.

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Why Plan Your Estate?

The knowledge that we will eventually die is one of the things that seems to distinguish humans from other living be...

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Estate Taxes: What's a Taxpayer to Do?

After almost a decade of changes in the federal estate tax code, clarity appears to be on the horizon ...

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Crummey Trusts: A Way to More Safely Give Gifts to Children

Many parents and grandparents want to pass their wealth to their children while they are still alive...

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Make Sure Your Life Insurance Is Not Taxed at Your Death

Although your life insurance policy may pass to your heirs income tax-free, it can affect your estate tax...

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