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Called for Jury Duty? You May Be Excused Based on Your Age

In many states, seniors have the right to decline jury duty based on their age. But the age limits and rules vary by state and by type of court, so if you are summoned for jury duty, check with the court to determine if you are exempt.

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Can I Transfer a House with a Medicaid Claim on It into a Trust?

I am 58 and retired. If Medicaid has a claim on my property now, is it too late to place my property in an irrevocable trust so that any medical bills after the five-year look-back period cannot be charged to the property? If the property is in an irrevocable trust, it can be sold and the money stays in the trust. Can I direct the trustee to use that money to buy another house?

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Is a Medicaid Asset Protection Trust Portable if We Move to a Different State?

If we get a Medicaid asset protection trust in one state, what would happen if we moved to a different state? Is this kind of trust portable from one state to another?

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Does Medicaid Count the Assets and Income of an Applicant's Unmarried Partner?

If a man and a woman live together, but are not married, and the woman applies for Medicaid, would the state count the man's assets or income when determining her eligibility?

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Beware: Your Estate May Contain an Unnecessary Bypass Trust

A once-popular estate planning tool may now cost families more in taxes than it saves. Changes in the estate tax have made the "bypass trust" a less appealing option for many families.

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Medicaid's Benefits for Assisted Living Facility Residents

Almost all state Medicaid programs will cover some assisted living costs, although there may be a waiting list.

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Four Social Security Myths Debunked

There are a lot of misconceptions surrounding the Social Security system. Here are four common myths and the truth about how Social Security works and its future prospects.

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Would an Interest-Only Loan Count as a Gift for Medicaid Eligibility Purposes?

I am 66 years old and I live in Florida. I am considering loaning my niece, who is also one of my beneficiaries, $30,000. I would prefer to gift her this amount (using the $28,000 husband/wife gift tax exclusion), but I am worried about Medicaid's look-back period of five years. If I set this loan up as an interest-only loan and stipulate that the loan is forgiven upon my death, would this count as a gift for Medicaid purposes?

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