NGL Estate Trust

timeflies

Super Genius
100+ Post Club
190
I have sold several of the Funeral Trust and for the right candidate the Funeral Trust makes a lot of sense. Regarding the Estate Trust, since the 5-year look back is involved and Medicaid lets the community spouse keep 50% of the assets up to $126,000 in many states, would others that have sold these plans agree, that putting assets in the Estate Trust makes the most sense when the assets exceed $250,000?
 
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