yes. you have options here. (1). depending upon the size of your estate, you may want to transfer ownership of the ins. policy as well as the...

Tax/ inheritance question

if you took the annuity in a lump sum and "rolled" it into another investment other than the original annuity then either you owe income tax (as...

My mother is planning on gifting her assets (real estate at $150000 and cash of $525000) equally to her 4 children. If she

no. your mother would simply be ineligible for Medicaid benefits until the expiration of the "penalty period" which may exceed the the 60 month...