How to Protect Your Home and Family Business From Estate Planning Mistakes
Could a nursing home stay put your family home at risk? What happens when a family business is passed down without a clear succession plan? And could gifting assets to your children actually create more financial problems than it solves?
In this episode of The Legal Exchange with Todd Lutsky, estate planning attorney Todd Lutsky and financial advisor Susan Powers examine real court cases involving Medicaid estate recovery and a family business inheritance dispute. They also answer listener questions about second marriages, protecting retirement income from nursing home costs, and the tax…
The skinny
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