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In last week’s post I was telling you about Mary and John’s do it yourself wills.  For less than $100 they purchased a software program that helped them assemble their wills.  When John died only then did Mary learn of the mistakes they made.  I already told you about the IRA which John intended

I recent call I received from Mary illustrates the risks of do it yourself estate planning.  In this case  Mary and john, her husband prepared their wills using Quicken’s Willmaker software which can be purchased online for less than $100.  It couldn’t be easier, right?  Hiring an estate planning attorney could cost several hundred to a

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

I wrote about this decision here six and a half years ago. (Blog posts 3-25-13 and 4-1-13) The case is Jimmo vs. Sebelius and it corrected the misapplication of Medicare rules concerning coverage for rehabilitation services and therapy. The standard that had been applied for many years was whether the