Preserve Your Family Wealth With Proper Medicaid Planning: 5 Important Things to Consider As retirement approaches, many people shift from a focus of making more money to preserving the assets and resources they have built up over their working years. The shift from growth mode to protection mode is common and should be taken seriously.…

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We have all heard the phrase “it is better to give than to receive.” This is absolutely true, but if you think you might someday want or need to apply for Medicaid long-term care benefits, you need to be careful. You may be surprised to know that giving away money or property of any kind…

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When you hear the words estate planning, you may automatically think about establishing documents to ensure the right people inherit your stuff when you die. And you are not wrong- putting a proper plan in place to protect and pass on your wealth and other assets is a fundamental part of the planning equation. But…

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