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2012 Estate Planning Update (January 2012)

Here is a 2012 update on important numbers used in Estate Planning and Medicaid Planning in Hawaii. How much money and property can a person have at death without paying estate taxes? Under a temporary federal law, $5,000,000 is tax free this year. From January 1,...

Medicaid Planning

MEDICAID PLANNING              I am thinking about a meeting I had recently.  The daughter of a client came to discuss her mother’s situation.  Mother is elderly.  She suffers from...