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Big Picture Retirement

If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
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May 28, 2018

Devin and John continue the discussion from Episode 73: The Right Way To Qualify for Medicaid for Long-Term Care

Single person: you can have a house, you can have a car, you can have your funeral paid for, you can have $2,000.

How can you bring your assets down below the $2,000 limit? There are quite a few good options.

Now, if you're part of a married couple, you have a different set of issues.

As you can see, this stuff is really complicated.

For more information, visit the show notes at http://bigpictureretirement.net/074

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