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The Great Wealth Transfer is real — but the IRS or a nursing home might get your money first (opens original article in a new tab)

TL;DR

The Great Wealth Transfer is real but faces threats from Medicaid cuts, IRA tax traps, and potential IRS or nursing home claims on inheritance.

  • The Great Wealth Transfer is real
  • Medicaid cuts threaten family inheritance
  • IRA tax trap is a threat to inheritance
  • IRS or nursing home might take money first

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