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SECURE Act passage has implications for estate planning and Medicaid eligibility

The SECURE Act brings several changes to retirement planning, but two will have broad reaching effects for both Medicaid planning and estate planning, starting January 1, 2020. First, the age at which an individual must take Required Minimum Distributions (RMD) will...

Less restrictive alternatives are designed to prevent guardianships when possible

One of the chief benefits of having a plan is that you know who will make decisions for you – both health-related and financial – should you become unable to do so yourself. Sometimes, however, that kind of proactive planning is not possible. A crisis like a car wreck...

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