The annuity guy dropped off the proposal and it has occurred to you that you don’t really know what an annuity is. Or you left my office, and I suggested that a Medicaid Compliant annuity (we'll get … [Read more...]
Real Property Basics: Medicaid, Taxes, and Probate — CONTINUED
In the last article, we looked at the general characteristics of various ways of owning real property, namely: fee simple, tenancy in common, joint tenancy with rights of survivorship, and life … [Read more...]
Real Property Basics: Medicaid, Taxes, and Probate
Understanding different ways of owning real estate is important because the way real property is titled influences Medicaid results, taxes, and probate avoidance. You may need to lockdown Medicaid, … [Read more...]
Understand Capital Gains or It’ll Cost You
Want to save a bunch of money? I’ll explain how here. But I’m warning you, the discussion can get a little dense because it involves the ‘T’ word (taxes). If you understand this topic, you’ll … [Read more...]
STEP Act Might Step On You
Something is perking in Washington that could end up costing many people a lot of money that they weren’t expecting to spend. If you own assets that have appreciated in value, this could be you. As … [Read more...]
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