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6 years ago I wrote about the fight over Casey Kasem. (Blog post 11-25-13).  Some may not be old enough to remember Kasem who was an actor and radio personality.  He is probably best known as the host of American Top 40, a nationally syndicated radio program in the 1970’s and 80’s which counted

In last week’s post I reviewed the changes to retirement accounts under a new law called the SECURE Act.  I started with the positive changes but not all about the new law is a plus.  The SECURE Act severely limits the ability of retirement account beneficiaries to stretch out the

Just before the holidays last month, Congress passed and President Trump signed into law significant changes to retirement accounts that affects owners and beneficiaries of tax deferred retirement accounts including IRAs and 401ks.  Known as the SECURE Act (Setting Every Community Up for Retirement Enhancement Act), it became effective 1/1/2020.  While some of the

My posts the past two weeks have been about Mary’s problem caring for her stepmom, June after her dad died. Last week I told you that we needed to file a guardianship action. 2 doctors needed to examine June and sign affidavits stating that in their medical opinion she was

In last week’s post I started telling you about Mary’s call concerning her stepmom, June. Mary’s dad had recently died leaving her with the responsibility of caring for June. He also left June with ¼ of his estate per his will which she knew would not last very long, approximately

Most people don’t prepare well for the possibility of needing long term care. This story is no different but with the right steps, guidance and a lot of work this story shows what can be accomplished. Mary called us after her dad died. She wasn’t calling because she needed help with