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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Tag Archives for: "continuing care retirement community"
Home /
 Can Heirs Take a Capital Loss on Return of 90% of CCRC Deposit?
0
By Harry Margolis
In Long-Term Care Planning
Posted June 10, 2022

Can Heirs Take a Capital Loss on Return of 90% of CCRC Deposit?

Question: My question is concerning stepped up value for an inheritance from a CCRC – Continuing Care Residential Community. The buy-in was $375,000 after death the return is 90%. Is the [...]

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 Can I Use a Life Insurance Policy to Pay CCRC Deposit?
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By Harry Margolis
In Long-Term Care Planning
Posted December 15, 2017

Can I Use a Life Insurance Policy to Pay CCRC Deposit?

Question: I would like to enter a continuing care retirement village, currently for independent living but with access to assisted living and skilled care as needed. The down payment is $55,000. [...]

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This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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(An Amazon Prime Reading selection)

Read Sample Chapters

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