What to do if a Bank Refuses to Honor Your Power of Attorney
2 years ago I wrote about bank and other financial institutions' resistance to powers of attorney (POAs). Since then we have seen an increase in frequency of these issues so it bears revisiting some of the common problems and solutions. When we draft POAs for clients we tell them to
The SECURE Act – Part 2
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
SECURE ACT – Part 1
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
Medicare Decision – 6 Years Later
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