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In this third post of 3, I continue the discussion about second marriages and Medicaid and more specifically how to handle a fraudulent marriage.  Last week I explained that if we make every effort to get the documentation from an ex-spouse for the Medicaid application process, regulations provide that the application

In last week’s post I went back to the topic of Medicaid and more specifically how the need for long term care might affect both spouses.  The assets of both spouses are counted for eligibility purposes even if only one spouse is applying for benefits.  I always remind people that a second

I last posted about the SECURE Act a year ago. (2/28/21, 3/8/21 and 3/14/21)  This law was passed by Congress at the end of 2019 and it included significant changes concerning retirement accounts, including IRAs and employer sponsored tax deferred accounts such as 401ks. The law was mostly negative although it did