The opportunity to give large, tax-free gifts to your heirs may soon diminish. With significant gift tax changes coming in 2025, the current federal gift tax exemption is set to be drastically reduced. Ensure your wealth stays in the family by revisiting your estate plan now. Understanding Gift Tax Changes in 2025 The Tax Cuts…
What Is Medi-Cal Planning? Medi-Cal planning involves structuring, transferring, and managing assets to help individuals meet eligibility requirements for Medi-Cal benefits. Medi-Cal offers essential coverage for medical expenses, including prescription drugs, physical therapy, in-home care, and skilled nursing facilities. Without planning, these costs can quickly deplete a person’s savings, adding stress to an already challenging…
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