Posts in January, 2020

Jan 28 Retirement and Estate Planning Work Better Together

Retirement and Estate Planning Work Better Together: So, you’ve been married for a while, and you’re both comfortable with which ...

Jan 22 How Does the Secure Act Change Your Estate Plan?

How Does the SECURE Act Change Your Estate Plan? The SECURE Act has made big changes to how IRA distributions occur after death. ...

Jan 21 Caregivers Are Getting Younger, Making Planning for Long-Term Care Even More Important

Caregivers Are Getting Younger, Making Planning for Long-Term Care Even More Important, As baby boomers age, more and more ...

Jan 20 2020 Guidelines Used to Protect the Spouses of Medicaid Applicants

2020 GUIDELINES USED TO PROTECT THE SPOUSES OF MEDICAID APPLICANTS: THE CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS) HAS ...

Jan 19 Mistakes to Avoid When Planning Estates

Mistakes to Avoid when Planning Estates: Because estate planning has plenty of legal jargon, it can make some people think twice ...

Jan 15 The Many Responsibilities of Inheriting a Home

The Many Responsibilities of Inheriting a Home: When you inherit a home, there are three key factors to consider: the financial ...