#asset protection
8 stories
Estate Planning Mistakes to Avoid
Five estate planning errors could cost you your wealth transfer.
Kiplinger · 1m
Why Legal Moats Protect Wealth from Lawsuits
Build legal barriers to shield assets from lawsuits before they start
Kiplinger · 1m
The half-a-loaf plan: how families shield nursing home wealth
Elder law attorneys use a legal strategy involving gifts and annuities to help families preserve assets while Medicaid covers long-term care costs.
24/7 Wall St. · 2m
Dolly's lesson: 7 ways to stop your estate from becoming a family war
Even the best-laid plans can spark fights. Here's how to protect your legacy from becoming a legal mess.
Kiplinger · 2m
The Medicaid loophole that protects more savings
Federal law lets at-home spouses request a hearing to expand their protected assets when income falls short, sometimes well beyond standard limits.
24/7 Wall St. · 2m
How to legally shelter savings before nursing home care
Federal Medicaid law treats purchases differently from gifts, letting families reshape finances before long-term care without triggering penalties.
24/7 Wall St. · 2m
Love later in life comes with financial complexity
More older adults are cohabiting without marriage, but fewer legal protections apply to unmarried couples.
Kiplinger · 2m
The house trap: why Medicaid can claim your home
A paid-off house looks protected until a stroke hits. Then the state can recover hundreds of thousands from your estate.
24/7 Wall St. · 2m