Blog Posts in February, 2020

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  • New Federal SECURE Act Affects Estate Planning for IRAs & 401(k) Plans
    New Federal SECURE Act Affects Estate Planning for IRAs & 401(k) Plans

    In December 2019, the federal government enacted expansive retirement reforms and related tax law changes that went into effect on January 1, 2020. Among the complex provisions of the SECURE (Setting ...

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  • Medicaid Planning Options for Elder Married Couples Affirmed in Landmark Michigan Court Cases
    Medicaid Planning Options for Elder Married Couples Affirmed in Landmark Michigan Court Cases

    Two landmark decisions from the Michigan appellate courts provide important Medicaid planning strategies for elder married couples when one spouse needs nursing home or long-term care. These tools may ...

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