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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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Archives

Tag Archives for: "immediate annuity"
Home /
 Should My Sister-in-Law Buy an Annuity?
1
By Harry Margolis
In Retirement Plans
Posted March 15, 2024

Should My Sister-in-Law Buy an Annuity?

Question: My sister-in-law only gets Social Security of $1,500 a month and her husband $750 a month. Her husband is sick and when he dies she will loses his share of the Social Security. They [...]

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 How Can I Protect IRA from Medicaid Spend Down if I Go to a Nursing Home?
0
By Harry Margolis
In Long-Term Care Planning
Posted August 26, 2019

How Can I Protect IRA from Medicaid Spend Down if I Go to a Nursing Home?

Question: I am 72 years old and in fair to poor health. My wife is 70 and in good health. We have two children—42 and 40. We own our home mortgage-free and have several thousand dollars in mutual [...]

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 Using Immediate Annuities to Protect the Spouse of a Nursing Home Resident
2
By Harry Margolis
In Long-Term Care Planning
Posted August 11, 2017

Using Immediate Annuities to Protect the Spouse of a Nursing Home Resident

The purchase of an immediate annuity can be an ideal planning tool for the spouse of a nursing home resident. For single individuals, they are less useful. In its simplest form, an immediate [...]

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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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