08/31/2026
Thinking about gifting money or property to your kids or grandkids? The rules around gift tax and Medicaid planning are often confused — and mixing them up can be costly. In my latest article, I break down the annual gift tax exclusion, the lifetime exemption, and why a gift that's perfectly fine for tax purposes can still create a Medicaid penalty.
https://zurl.co/1m1Vp
A client sat across from me not long ago and said, “I want to help my children now, while I am still here to see it make a difference.” I hear some version of that sentiment often. It reflects one of the best instincts a parent or grandparent can have. It is usually followed by […]