Our Estate Planning Blog

Choosing IRA beneficiaries

Choosing IRA Beneficiaries

If you have an individual retirement account, do you recall filling out a beneficiary designation form? That’s the document that allows you to direct the IRA custodian to transfer your IRA to the people you name in the form.

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Medicaid Myths

The Myth of Medicaid “Strategies”

If you are single or are a widow or widower and will likely never return home after moving into a Medicaid certified nursing home, the house can be sold, and planning might be done with the proceeds of the sale.

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