Latest From the Blog

Court Overturns Obama Rule Protecting Investors Saving for Retirement

Comments off.

A U.S. court of appeal has struck down a Department of Labor (DOL) rule that was intended to prevent financial ...

Read More

Now That My Daughter Is Married, Should I Change Her Name on My Power of Attorney Form?

Comments off.

Question: I have a durable power of attorney with my daughter as the attorney-in-fact. My daughter has married and has ...

Read More

There is New Legislation for Affidavits for Distribution of a Decedent’s Property

Comments off.

Iowa Code Section 633.356 allowing distribution of a decedent’s property by affidavit in lieu of formal probate proceeding has recently ...

Read More

More States Asking to Eliminate Retroactive Medicaid Benefits

Comments off.

Arizona and Florida are the latest states to request a waiver from the requirement that states provide three months of ...

Read More

New Brokerage Account Safeguards Aim to Protect Seniors From Financial Scams

Comments off.

New rules have been put in place to protect seniors with brokerage accounts from financial scams that could drain the accounts ...

Read More

Does Medicaid Count a Spouse’s 401(k) When Determining Eligibility?

Comments off.

Question: Is the community spouse’s 401(k) considered an asset when the state determines an applicant’s eligibility for Medicaid? Answer: That ...

Read More