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5 Questions to Ask Before Making Gifts for Medicaid or Tax Planning

5 QUESTIONS TO ASK BEFORE MAKING GIFTS FOR MEDICAID OR TAX PLANNING

Dec 01, 2020/ESTATE PLANNING

Many seniors consider transferring assets for estate and long-term care planning purposes, or just to help out children and grandchildren. Gifts and transfers to a trust often make a lot of sense. They can save money in taxes and long-term care expenditures, and they can help out family members in need and serve as expressions of love and caring.

But some...

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