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Last week we were discussing Rachel’s recent discovery that while her sister, Sara, was managing Mom’s finances, Sara was taking or being given – depending on which way you look at it – Mom’s money.  Now that Medicaid was looking like a real necessity, Rachel was concerned, and for good

I had a call not too long ago from a woman who was concerned about avoiding probate and paying estate taxes upon her death.  She had figured out, or so she thought, how she could solve both problems and wanted confirmation from me that it would work.  She had written