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Description
You will learn the answers to these questions: Can I use a reverse mortgage in estate planning to increase the legacy to my heirs? Are interest, real estate taxes, or MIP a deductive when paid? Are deductions passable onto the heirs? What are the best strategies to facilitate maximum Social Security benefits using a reverse mortgage? Can a reverse mortgage convert countable assets to exempt equity? Does a reverse mortgage line of credit affect Medicaid eligibility?
Learning Objectives
The course will be covering in depth multiple strategies for how a reverse mortgage could be used for Social Security, Life Insurance, Medicaid, & Long Term Care planning.