In 2018, Social Security recipients will get their largest cost of living increase in benefits since 2012, but the additional income will likely be largely eaten up by higher Medicare Part B premiums.
Cost of living increases are tied to … Read more
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Court Overturns Obama Rule Protecting Investors Saving for Retirement
A U.S. court of appeal has struck down a Department of Labor (DOL) rule that was intended to prevent financial advisers from steering their clients to bad retirement investments, but the Securities and Exchange Commission (SEC) has proposed new regulations
… Read more
Now That My Daughter Is Married, Should I Change Her Name on My Power of Attorney Form?
Question:
I have a durable power of attorney with my daughter as the attorney-in-fact. My daughter has married and has a new last name. Do I need to change her surname on the power of attorney form, and if so, … Read more
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There is New Legislation for Affidavits for Distribution of a Decedent’s Property
Iowa Code Section 633.356 allowing distribution of a decedent’s property by affidavit in lieu of formal probate proceeding has recently been amended and will become effective July 1, 2018. Under the previous law, if a decedent’s gross estate value was … Read more
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