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« A health care proxy and durable power of attorney are critical when your child turns 18 | Main | Understanding the purpose and benefits of Pooled Trusts »

January 06, 2010


jordan 6

Far too often, family, friends, and other non-professional advisors provide well-intended but erroneous advice that can lead to significant adverse consequences if relied upon. If in doubt, it is always appropriate to contact a professional accountant, attorney, or other financial advisor for the appropriate and up to date laws relative to gifts, Medicaid planning, taxes, etc.

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