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Monthly Archive for: "December, 2015"
0
By Dan Armstrong
In Elder Law News
Posted December 22, 2015

The Hardship Exception to the Medicaid Penalty Period: Rare But Possible

If you transfer assets within five years of applying for Medicaid, you will likely be subject to a period of ineligibility. There is an exception, however, if enforcing the penalty [...]

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0
By Dan Armstrong
In Elder Law News
Posted December 22, 2015

How Your IRA Can Benefit Both Your Heirs and Charity

Do you want to use your IRA to help a charity, but also benefit your heirs? Instead of leaving your IRA directly to your children, you can leave it to a charitable remainder unitrust [...]

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0
By Dan Armstrong
In Elder Law News
Posted December 4, 2015

Should an Annuity Be Part of Your Retirement Planning?

Annuities can be valuable retirement and longevity planning tools, but they are complex financial products that can be misused. 

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