Second Half of Life Podcast

Should I Put an Annuity I'm Already Receiving Distributions From Into a Trust?

August 23, 2021 Steinbacher, Goodall & Yurchak Season 2 Episode 41
Second Half of Life Podcast
Should I Put an Annuity I'm Already Receiving Distributions From Into a Trust?
Show Notes

In this very brief podcast episode, Long-Term Care Planner Kristin Daugherty answers this simple question of whether or not you should put an annuity from which you're already receiving distributions into a trust if you establish one while doing estate planning. She also explains something else important that needs to be done with regards to an annuity if you're planning to qualify for Medicaid to pay for long-term care.