August 2021

1308, 2021

New Tax Proposals Mean You Should Review Your Estate Plan

As we have written previously, number of tax proposals being considered in Congress that could significantly affect gifting and estate plans. There are planning strategies to help protect your estate from future tax changes, so now [...]

408, 2021

Medicaid-Compliant Annuities in Medicaid Planning

Medicaid-compliant annuities (MCAs) are financial products that convert an individual's assets into income streams, thereby helping individuals qualify for Medicaid benefits by reducing their countable resources. But what exactly is a Medicaid-compliant annuity and how [...]