LibraryScenariosWhen tax planning conflicts with long-term care planning for aging parents
Scenario

When tax planning conflicts with long-term care planning for aging parents

My mother wants to give away most of her money before she dies to avoid taxes but I am worried she will live longer than expected and not have enough for care.

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More people experience this than they realize.

What we've seen

The desire to maximize inheritance can create vulnerability for the very person whose security should come first.

Worth thinking about

“Where Are You with Wills trusts and inheritance structures?”

If this sounds familiar, the Library can help you find the bigger picture.