Nursing Home or Assisted Living (Part 1)
I’ve written a number of blog posts over the years about the failure to recognize the the differences between nursing homes and assisted living facilities. A number of recent cases in our office highlight the point and the mistakes that can be made, specifically with regard to the impact on
SECURE Act 2.0
At the end of 2019 Congress passed the SECURE Act which contained a number of changes to retirement accounts that I detailed in several blog posts in 2020 and then again in 2021 and 2022 as follow up regulations addressed some unanswered questions. Congress continued to tinker with IRAs and