Accounting for Gifts and Loans in Your Estate Plan
When parents make a loan or gift to one, but not all, of their children, careful estate planning is critical to avoid conflicts.
When parents make a loan or gift to one, but not all, of their children, careful estate planning is critical to avoid conflicts.
A denial of a Medicaid application can be appealed and the appeal could result in the granting of eligibility retroactive to the date originally requested.
Before deciding whether to get remarried, you need to look at your estate plan, your Social Security benefits, and your potential long-term care needs, among other things.
A good estate plan has multiple elements that address important issues.
The Medicare prescription drug “donut hole” still exists although it has become smaller in recent years.
Gifts made within the Medicaid look back period may be able to be returned to accelerate Medicaid eligibility.
Providing for grandchildren in an estate plan involves important considerations that should not be overlooked.
As tax time approaches, make sure to consider all the deductions and credits which may apply to your situation.
As nursing homes have been plagued by chronic understaffing and high turnover rates for years, a federal solution is in the works.
Online legal document preparation services, such as LegalZoom, are not a substitute for an attorney and are not guaranteed to be correct, complete or up-to-date.
When planning for the future, one must keep in mind the damaging effects of inflation. Inflation refers to the increase in the rise of prices
Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. However, did you know that a 529 can also be a powerful estate planning tool?
Copyright © 2023 Kurre Schneps LLP. All rights reserved. Some artwork provided under license agreement.
Disclaimer Notice Attorney Advertising. This web site is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. Attorney Advertising: Prior results do not guarantee a similar outcome.